AE Wealth Management’s Ladder Capital LADR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-55,670
| Closed | -$604K | – | 2015 |
|
2023
Q2 | $604K | Buy |
+55,670
| New | +$604K | ﹤0.01% | 1284 |
|
2022
Q4 | – | Sell |
-169,512
| Closed | -$1.52M | – | 1862 |
|
2022
Q3 | $1.52M | Buy |
169,512
+21,405
| +14% | +$192K | 0.01% | 793 |
|
2022
Q2 | $1.56M | Buy |
148,107
+19,400
| +15% | +$204K | 0.01% | 743 |
|
2022
Q1 | $1.53M | Buy |
128,707
+17,602
| +16% | +$209K | 0.01% | 777 |
|
2021
Q4 | $1.33M | Buy |
111,105
+12,062
| +12% | +$145K | 0.01% | 833 |
|
2021
Q3 | $1.09M | Buy |
99,043
+8,600
| +10% | +$95K | 0.01% | 833 |
|
2021
Q2 | $1.04M | Buy |
90,443
+8,011
| +10% | +$92.5K | 0.01% | 818 |
|
2021
Q1 | $973K | Buy |
+82,432
| New | +$973K | 0.01% | 777 |
|
2020
Q1 | – | Sell |
-102,309
| Closed | -$1.85M | – | 1202 |
|
2019
Q4 | $1.85M | Buy |
102,309
+4,007
| +4% | +$72.3K | 0.04% | 363 |
|
2019
Q3 | $1.7M | Buy |
98,302
+5,682
| +6% | +$98.1K | 0.05% | 307 |
|
2019
Q2 | $1.54M | Buy |
+92,620
| New | +$1.54M | 0.05% | 294 |
|