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