Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,778
| Closed | -$9K | – | 4110 |
|
|
2017
Q2 | $9K | Hold |
3,778
| – | – | ﹤0.01% | 3667 |
|
|
2017
Q1 | $9K | Sell |
3,778
-3,000
| -44% | -$7.15K | ﹤0.01% | 3639 |
|
|
2016
Q4 | $17K | Buy |
6,778
+2,689
| +66% | +$6.74K | ﹤0.01% | 3158 |
|
|
2016
Q3 | $9K | Hold |
4,089
| – | – | ﹤0.01% | 3539 |
|
|
2016
Q2 | $10K | Hold |
4,089
| – | – | ﹤0.01% | 3226 |
|
|
2016
Q1 | $10K | Hold |
4,089
| – | – | ﹤0.01% | 3221 |
|
|
2015
Q4 | $11K | Hold |
4,089
| – | – | ﹤0.01% | 3223 |
|
|
2015
Q3 | $9K | Buy |
+4,089
| New | +$9K | ﹤0.01% | 3256 |
|
|
2015
Q2 | – | Sell |
-4,089
| Closed | -$16K | – | 3329 |
|
|
2015
Q1 | $16K | Sell |
4,089
-2,000
| -33% | -$7.83K | ﹤0.01% | 2863 |
|
|
2014
Q4 | $24K | Buy |
6,089
+2,000
| +49% | +$7.88K | ﹤0.01% | 2511 |
|
|
2014
Q3 | $17K | Hold |
4,089
| – | – | ﹤0.01% | 2615 |
|
|
2014
Q2 | $13K | Hold |
4,089
| – | – | ﹤0.01% | 2709 |
|
|
2014
Q1 | $12K | Hold |
4,089
| – | – | ﹤0.01% | 2643 |
|
|
2013
Q4 | $13K | Hold |
4,089
| – | – | ﹤0.01% | 2439 |
|
|
2013
Q3 | $7K | Hold |
4,089
| – | – | ﹤0.01% | 2629 |
|
|
2013
Q2 | $7K | Buy |
+4,089
| New | +$7K | ﹤0.01% | 2434 |
|