Ladenburg Thalmann Financial Services’s ADVENT SOFTWARE INC ADVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,691
| Closed | -$75K | – | 4946 |
|
|
2015
Q2 | $75K | Buy |
1,691
+619
| +58% | +$27.5K | ﹤0.01% | 2313 |
|
|
2015
Q1 | $47K | Sell |
1,072
-133
| -11% | -$5.83K | ﹤0.01% | 2602 |
|
|
2014
Q4 | $37K | Buy |
1,205
+1,098
| +1,026% | +$33.7K | ﹤0.01% | 2558 |
|
|
2014
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 3633 |
|
|
2014
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 3595 |
|
|
2014
Q1 | $3K | Sell |
107
-267
| -71% | -$7.49K | ﹤0.01% | 3469 |
|
|
2013
Q4 | $13K | Hold |
374
| – | – | ﹤0.01% | 2807 |
|
|
2013
Q3 | $12K | Buy |
374
+27
| +8% | +$866 | ﹤0.01% | 2786 |
|
|
2013
Q2 | $12K | Buy |
+347
| New | +$12K | ﹤0.01% | 2661 |
|