Geneva Advisors’s Ladenburg Thalmann Financial Services Inc. 8.00% Series A LTS.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.27M | Buy |
51,100
+7,900
| +18% | +$196K | 0.02% | 317 |
|
|
2017
Q1 | $1.08M | Sell |
43,200
-1,200
| -3% | -$30.1K | 0.02% | 337 |
|
|
2016
Q4 | $1.06M | Buy |
44,400
+5,600
| +14% | +$134K | 0.02% | 324 |
|
|
2016
Q3 | $970K | Buy |
38,800
+900
| +2% | +$22.5K | 0.02% | 326 |
|
|
2016
Q2 | $915K | Buy |
37,900
+13,500
| +55% | +$326K | 0.02% | 329 |
|
|
2016
Q1 | $586K | Buy |
+24,400
| New | +$586K | 0.01% | 398 |
|