Bank of Montreal’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,085
| Closed | -$55K | – | 4429 |
|
|
2019
Q4 | $55K | Buy |
16,085
+4,667
| +41% | +$16K | ﹤0.01% | 3281 |
|
|
2019
Q3 | $27K | Buy |
11,418
+616
| +6% | +$1.46K | ﹤0.01% | 3439 |
|
|
2019
Q2 | $37K | Buy |
10,802
+9,802
| +980% | +$33.6K | ﹤0.01% | 3378 |
|
|
2019
Q1 | $3K | Sell |
1,000
-1,384
| -58% | -$4.15K | ﹤0.01% | 3715 |
|
|
2018
Q4 | $5K | Buy |
2,384
+684
| +40% | +$1.44K | ﹤0.01% | 3765 |
|
|
2018
Q3 | $5K | Sell |
1,700
-21
| -1% | -$62 | ﹤0.01% | 3813 |
|
|
2018
Q2 | $5K | Buy |
1,721
+721
| +72% | +$2.1K | ﹤0.01% | 3814 |
|
|
2018
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3736 |
|
|
2017
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3690 |
|
|
2017
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3692 |
|
|
2017
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3727 |
|
|
2017
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3572 |
|
|
2016
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3602 |
|
|
2016
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3613 |
|
|
2016
Q2 | $2K | Sell |
1,000
-1
| -0.1% | -$2 | ﹤0.01% | 3631 |
|
|
2016
Q1 | $3K | Hold |
1,001
| – | – | ﹤0.01% | 3666 |
|
|
2015
Q4 | $3K | Hold |
1,001
| – | – | ﹤0.01% | 3687 |
|
|
2015
Q3 | $2K | Hold |
1,001
| – | – | ﹤0.01% | 3578 |
|
|
2015
Q2 | $4K | Sell |
1,001
-2,242
| -69% | -$8.96K | ﹤0.01% | 3444 |
|
|
2015
Q1 | $13K | Hold |
3,243
| – | – | ﹤0.01% | 3194 |
|
|
2014
Q4 | $13K | Sell |
3,243
-287
| -8% | -$1.15K | ﹤0.01% | 3098 |
|
|
2014
Q3 | $15K | Hold |
3,530
| – | – | ﹤0.01% | 3104 |
|
|
2014
Q2 | $11K | Buy |
3,530
+2,530
| +253% | +$7.88K | ﹤0.01% | 3423 |
|
|
2014
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3344 |
|
|
2013
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3242 |
|
|
2013
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3255 |
|
|
2013
Q2 | $2K | Buy |
+1,000
| New | +$2K | ﹤0.01% | 3152 |
|