Ladenburg Thalmann Financial Services’s ASSOCIATED ESTATES REALTY CORP AEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,572
| Closed | -$102K | – | 4926 |
|
|
2015
Q2 | $102K | Sell |
3,572
-391
| -10% | -$11.2K | ﹤0.01% | 2091 |
|
|
2015
Q1 | $98K | Buy |
3,963
+2,564
| +183% | +$63.4K | ﹤0.01% | 2102 |
|
|
2014
Q4 | $32K | Buy |
1,399
+27
| +2% | +$618 | ﹤0.01% | 2678 |
|
|
2014
Q3 | $24K | Hold |
1,372
| – | – | ﹤0.01% | 2528 |
|
|
2014
Q2 | $25K | Buy |
1,372
+12
| +0.9% | +$219 | ﹤0.01% | 2500 |
|
|
2014
Q1 | $23K | Buy |
1,360
+13
| +1% | +$220 | ﹤0.01% | 2498 |
|
|
2013
Q4 | $22K | Buy |
1,347
+12
| +0.9% | +$196 | ﹤0.01% | 2490 |
|
|
2013
Q3 | $20K | Buy |
1,335
+13
| +1% | +$195 | ﹤0.01% | 2476 |
|
|
2013
Q2 | $21K | Buy |
+1,322
| New | +$21K | ﹤0.01% | 2330 |
|