FWM
LTS

Focused Wealth Management’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

Focused Wealth Management’s Portfolio LTS Stock Details LTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,421
Closed -$15K – 835
2019
Q4 		$15K Buy
4,421
+22
+0.5% +$64 ﹤0.01% 457
2019
Q3 		$10K Buy
4,399
+22
+0.5% +$57 ﹤0.01% 494
2019
Q2 		$15K Buy
4,377
+12
+0.3% +$41 ﹤0.01% 458
2019
Q1 		$12K Buy
4,365
+19
+0.4% +$55 ﹤0.01% 449
2018
Q4 		$10K Buy
4,346
+43
+1% +$115 ﹤0.01% 464
2018
Q3 		$12K Hold
4,303
– – ﹤0.01% 436
2018
Q2 		$15K Buy
4,303
+12
+0.3% +$42 0.01% 399
2018
Q1 		$14K Buy
4,291
+13
+0.3% +$42 ﹤0.01% 435
2017
Q4 		$14K Sell
4,278
-9,987
-70% -$31K ﹤0.01% 427
2017
Q3 		$41K Buy
14,265
+15
+0.1% +$37 0.01% 263
2017
Q2 		$35K Hold
14,250
– – 0.01% 322
2017
Q1 		$35K Hold
14,250
– – 0.01% 318
2016
Q4 		$35K Buy
14,250
+10,000
+235% +$23.3K 0.01% 313
2016
Q3 		$10K Hold
4,250
– – ﹤0.01% 451
2016
Q2 		$10K Sell
4,250
-11,000
-72% -$27.7K ﹤0.01% 446
2016
Q1 		$38K Buy
15,250
+1,016
+7% +$2.39K 0.02% 228
2015
Q4 		$39K Buy
14,234
+871
+7% +$2.42K 0.02% 238
2015
Q3 		$28K Buy
13,363
+2,613
+24% +$7.19K 0.02% 260
2015
Q2 		$38K Sell
10,750
-2,613
-20% -$9.23K 0.02% 240
2015
Q1 		$52K Buy
13,363
+2,613
+24% +$10.2K 0.03% 204
2014
Q4 		$42K Hold
10,750
– – 0.03% 210
2014
Q3 		$46K Hold
10,750
– – 0.04% 203
2014
Q2 		$34K Hold
10,750
– – 0.03% 232
2014
Q1 		$32K Hold
10,750
– – 0.03% 217
2013
Q4 		$34K Hold
10,750
– – 0.03% 212
2013
Q3 		$19K Buy
+10,750
New +$19.4K 0.02% 286