Geneos 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
2020
Q4
Sell
-503
Closed -$3K 2949
2020
Q3
$3K Buy
503
+3
+0.6% +$18 ﹤0.01% 2321
2020
Q2
$3K Hold
500
﹤0.01% 2282
2020
Q1
$3K Hold
500
﹤0.01% 2176
2019
Q4
$9K Buy
+500
New +$9K ﹤0.01% 2008