Cerity Partners’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 | $928K | Buy |
86,327
+515
| +0.6% | +$5.54K | ﹤0.01% | 1548 |
|
2025
Q1 | $979K | Sell |
85,812
-1,630
| -2% | -$18.6K | ﹤0.01% | 1434 |
|
2024
Q4 | $979K | Buy |
+87,442
| New | +$979K | ﹤0.01% | 1420 |
|
2023
Q3 | – | Sell |
-71,096
| Closed | -$771K | – | 1571 |
|
2023
Q2 | $771K | Buy |
71,096
+13,049
| +22% | +$142K | ﹤0.01% | 1007 |
|
2023
Q1 | $549K | Buy |
+58,047
| New | +$549K | ﹤0.01% | 1255 |
|
2021
Q1 | – | Sell |
-13,848
| Closed | -$135K | – | 724 |
|
2020
Q4 | $135K | Buy |
+13,848
| New | +$135K | ﹤0.01% | 622 |
|