Integrated 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-110
| Closed | -$1K | – | 672 |
|
2016
Q3 | $1K | Hold |
110
| – | – | ﹤0.01% | 1158 |
|
2016
Q2 | $1K | Hold |
110
| – | – | ﹤0.01% | 1183 |
|
2016
Q1 | $1K | Buy |
110
+9
| +9% | +$82 | ﹤0.01% | 1100 |
|
2015
Q4 | $1K | Sell |
101
-148
| -59% | -$1.47K | ﹤0.01% | 1200 |
|
2015
Q3 | $3K | Hold |
249
| – | – | ﹤0.01% | 1036 |
|
2015
Q2 | $3K | Hold |
249
| – | – | ﹤0.01% | 1062 |
|
2015
Q1 | $3K | Buy |
+249
| New | +$3K | ﹤0.01% | 1033 |
|