Aviso 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
2025
Q2
$1.37M Sell
127,365
-1,120
-0.9% -$12K 0.64% 39
2025
Q1
$1.47M Buy
128,485
+1,812
+1% +$20.7K 0.78% 36
2024
Q4
$1.42M Sell
126,673
-4,255
-3% -$47.6K 0.72% 38
2024
Q3
$1.52M Sell
130,928
-8,725
-6% -$101K 0.82% 32
2024
Q2
$1.58M Sell
139,653
-5,810
-4% -$65.6K 0.94% 24
2024
Q1
$1.62M Buy
145,463
+34,431
+31% +$383K 1.02% 25
2023
Q4
$1.28M Buy
+111,032
New +$1.28M 0.93% 25