BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-830
| Closed | -$10K | – | 1072 |
|
|
2021
Q2 | $10K | Sell |
830
-330
| -28% | -$3.98K | ﹤0.01% | 606 |
|
|
2021
Q1 | $14K | Sell |
1,160
-371
| -24% | -$4.48K | ﹤0.01% | 530 |
|
|
2020
Q4 | $15K | Buy |
1,531
+42
| +3% | +$411 | ﹤0.01% | 517 |
|
|
2020
Q3 | $11K | Buy |
1,489
+36
| +2% | +$266 | ﹤0.01% | 498 |
|
|
2020
Q2 | $12K | Buy |
1,453
+93
| +7% | +$768 | ﹤0.01% | 518 |
|
|
2020
Q1 | $6K | Buy |
1,360
+25
| +2% | +$110 | ﹤0.01% | 560 |
|
|
2019
Q4 | $24K | Buy |
1,335
+26
| +2% | +$467 | ﹤0.01% | 423 |
|
|
2019
Q3 | $23K | Buy |
1,309
+26
| +2% | +$457 | ﹤0.01% | 416 |
|
|
2019
Q2 | $21K | Buy |
1,283
+31
| +2% | +$507 | ﹤0.01% | 422 |
|
|
2019
Q1 | $21K | Sell |
1,252
-248
| -17% | -$4.16K | ﹤0.01% | 431 |
|
|
2018
Q4 | $23K | Buy |
1,500
+28
| +2% | +$429 | 0.01% | 378 |
|
|
2018
Q3 | $25K | Buy |
1,472
+29
| +2% | +$493 | 0.01% | 400 |
|
|
2018
Q2 | $23K | Buy |
+1,443
| New | +$23K | 0.01% | 416 |
|