EWM
LADR
Edge Wealth Management’s Ladder Capital LADR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-78
| Closed | -$1K | – | 534 |
|
|
2020
Q2 | $1K | Buy |
78
+70
| +875% | +$897 | ﹤0.01% | 625 |
|
|
2020
Q1 | $1K | Sell |
8
-68,141
| -100% | -$8.52M | ﹤0.01% | 576 |
|
|
2019
Q4 | $1.23M | Sell |
68,149
-1,305
| -2% | -$23.6K | 0.25% | 63 |
|
|
2019
Q3 | $1.2M | Sell |
69,454
-418
| -0.6% | -$7.22K | 0.28% | 61 |
|
|
2019
Q2 | $1.17M | Buy |
69,872
+8,754
| +14% | +$146K | 0.26% | 63 |
|
|
2019
Q1 | $1.05M | Buy |
61,118
+5,063
| +9% | +$87K | 0.26% | 64 |
|
|
2018
Q4 | $867K | Buy |
56,055
+6,770
| +14% | +$105K | 0.24% | 63 |
|
|
2018
Q3 | $835K | Sell |
49,285
-1,475
| -3% | -$25K | 0.2% | 71 |
|
|
2018
Q2 | $793K | Buy |
50,760
+10,355
| +26% | +$162K | 0.2% | 70 |
|
|
2018
Q1 | $609K | Buy |
40,405
+8,460
| +26% | +$128K | 0.16% | 79 |
|
|
2017
Q4 | $437K | Sell |
31,945
-500
| -2% | -$6.84K | 0.12% | 93 |
|
|
2017
Q3 | $446K | Sell |
32,445
-1,200
| -4% | -$16.5K | 0.13% | 85 |
|
|
2017
Q2 | $455K | Hold |
33,645
| – | – | 0.14% | 86 |
|
|
2017
Q1 | $488K | Buy |
33,645
+20,426
| +155% | +$296K | 0.17% | 78 |
|
|
2016
Q4 | $182K | Buy |
+13,219
| New | +$182K | 0.07% | 120 |
|