JPMorgan Chase & Co’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-95,628
| Closed | -$333K | – | 4966 |
|
|
2019
Q4 | $333K | Buy |
95,628
+50,272
| +111% | +$175K | ﹤0.01% | 3621 |
|
|
2019
Q3 | $107K | Buy |
45,356
+12,726
| +39% | +$30K | ﹤0.01% | 3973 |
|
|
2019
Q2 | $121K | Buy |
32,630
+1,390
| +4% | +$5.15K | ﹤0.01% | 3956 |
|
|
2019
Q1 | $88K | Buy |
31,240
+5,237
| +20% | +$14.8K | ﹤0.01% | 4047 |
|
|
2018
Q4 | $61K | Sell |
26,003
-107,305
| -80% | -$252K | ﹤0.01% | 4206 |
|
|
2018
Q3 | $360K | Sell |
133,308
-53,659
| -29% | -$145K | ﹤0.01% | 3640 |
|
|
2018
Q2 | $635K | Buy |
186,967
+166,236
| +802% | +$565K | ﹤0.01% | 3347 |
|
|
2018
Q1 | $68K | Sell |
20,731
-1,485
| -7% | -$4.87K | ﹤0.01% | 4054 |
|
|
2017
Q4 | $70K | Buy |
22,216
+22,212
| +555,300% | +$70K | ﹤0.01% | 4025 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4519 |
|
|
2017
Q2 | – | Sell |
-71,266
| Closed | -$177K | – | 4628 |
|
|
2017
Q1 | $177K | Sell |
71,266
-80,659
| -53% | -$200K | ﹤0.01% | 3529 |
|
|
2016
Q4 | $371K | Buy |
+151,925
| New | +$371K | ﹤0.01% | 3408 |
|
|
2014
Q3 | – | Sell |
-206,333
| Closed | -$649K | – | 3540 |
|
|
2014
Q2 | $649K | Sell |
206,333
-800
| -0.4% | -$2.52K | ﹤0.01% | 2954 |
|
|
2014
Q1 | $625K | Buy |
207,133
+800
| +0.4% | +$2.41K | ﹤0.01% | 2984 |
|
|
2013
Q4 | $645K | Buy |
206,333
+192,605
| +1,403% | +$602K | ﹤0.01% | 3078 |
|
|
2013
Q3 | $25K | Sell |
13,728
-3,931
| -22% | -$7.16K | ﹤0.01% | 3848 |
|
|
2013
Q2 | $29K | Buy |
+17,659
| New | +$29K | ﹤0.01% | 3805 |
|