AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,023
| Closed | -$12K | – | 530 |
|
|
2021
Q4 | $12K | Hold |
1,023
| – | – | 0.01% | 371 |
|
|
2021
Q3 | $11K | Sell |
1,023
-310
| -23% | -$3.33K | 0.01% | 363 |
|
|
2021
Q2 | $15K | Hold |
1,333
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $16K | Buy |
1,333
+1,000
| +300% | +$12K | 0.01% | 340 |
|
|
2020
Q4 | $3K | Sell |
333
-300
| -47% | -$2.7K | ﹤0.01% | 405 |
|
|
2020
Q3 | $5K | Hold |
633
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $5K | Hold |
633
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $3K | Buy |
633
+300
| +90% | +$1.42K | ﹤0.01% | 389 |
|
|
2019
Q4 | $6K | Hold |
333
| – | – | ﹤0.01% | 366 |
|
|
2019
Q3 | $6K | Hold |
333
| – | – | ﹤0.01% | 367 |
|
|
2019
Q2 | $6K | Hold |
333
| – | – | ﹤0.01% | 381 |
|
|
2019
Q1 | $6K | Buy |
333
+33
| +11% | +$595 | ﹤0.01% | 378 |
|
|
2018
Q4 | $5K | Sell |
300
-700
| -70% | -$11.7K | ﹤0.01% | 379 |
|
|
2018
Q3 | $17K | Hold |
1,000
| – | – | 0.01% | 287 |
|
|
2018
Q2 | $16K | Buy |
1,000
+300
| +43% | +$4.8K | 0.01% | 295 |
|
|
2018
Q1 | $11K | Hold |
700
| – | – | 0.01% | 272 |
|
|
2017
Q4 | $10K | Buy |
+700
| New | +$10K | 0.01% | 283 |
|