JP Morgan Chase’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-95,628
| Closed | -$333K | – | 5966 |
|
|
2019
Q4 | $333K | Buy |
95,628
+50,272
| +111% | +$146K | ﹤0.01% | 4455 |
|
|
2019
Q3 | $107K | Buy |
45,356
+12,726
| +39% | +$33.2K | ﹤0.01% | 4880 |
|
|
2019
Q2 | $121K | Buy |
32,630
+1,390
| +4% | +$4.8K | ﹤0.01% | 4863 |
|
|
2019
Q1 | $88K | Buy |
31,240
+5,237
| +20% | +$15.2K | ﹤0.01% | 4934 |
|
|
2018
Q4 | $61K | Sell |
26,003
-107,305
| -80% | -$287K | ﹤0.01% | 5018 |
|
|
2018
Q3 | $360K | Sell |
133,308
-53,659
| -29% | -$173K | ﹤0.01% | 4441 |
|
|
2018
Q2 | $635K | Buy |
186,967
+166,236
| +802% | +$582K | ﹤0.01% | 4065 |
|
|
2018
Q1 | $68K | Sell |
20,731
-1,485
| -7% | -$4.82K | ﹤0.01% | 4718 |
|
|
2017
Q4 | $70K | Buy |
22,216
+22,212
| +555,300% | +$68.9K | ﹤0.01% | 4786 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | +$10 | ﹤0.01% | 5315 |
|
|
2017
Q2 | – | Sell |
-71,266
| Closed | -$177K | – | 5376 |
|
|
2017
Q1 | $177K | Sell |
71,266
-80,659
| -53% | -$185K | ﹤0.01% | 4117 |
|
|
2016
Q4 | $371K | Buy |
+151,925
| New | +$353K | ﹤0.01% | 3904 |
|
|
2014
Q3 | – | Sell |
-206,333
| Closed | -$649K | – | 4316 |
|
|
2014
Q2 | $649K | Sell |
206,333
-800
| -0.4% | -$2.28K | ﹤0.01% | 3030 |
|
|
2014
Q1 | $625K | Buy |
207,133
+800
| +0.4% | +$2.25K | ﹤0.01% | 3055 |
|
|
2013
Q4 | $645K | Buy |
206,333
+192,605
| +1,403% | +$485K | ﹤0.01% | 3352 |
|
|
2013
Q3 | $25K | Sell |
13,728
-3,931
| -22% | -$7.11K | ﹤0.01% | 4304 |
|
|
2013
Q2 | $29K | Buy |
+17,659
| New | +$27.5K | ﹤0.01% | 4313 |
|