Ladenburg Thalmann Financial Services’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,958
| Closed | -$40K | – | 5109 |
|
|
2017
Q4 | $40K | Hold |
2,958
| – | – | ﹤0.01% | 3370 |
|
|
2017
Q3 | $39K | Hold |
2,958
| – | – | ﹤0.01% | 3270 |
|
|
2017
Q2 | $40K | Buy |
+2,958
| New | +$40K | ﹤0.01% | 3174 |
|
|
2016
Q4 | – | Sell |
-2,200
| Closed | -$24K | – | 4840 |
|
|
2016
Q3 | $24K | Hold |
2,200
| – | – | ﹤0.01% | 3267 |
|
|
2016
Q2 | $25K | Hold |
2,200
| – | – | ﹤0.01% | 3179 |
|
|
2016
Q1 | $23K | Hold |
2,200
| – | – | ﹤0.01% | 3155 |
|
|
2015
Q4 | $26K | Buy |
2,200
+1,100
| +100% | +$13K | ﹤0.01% | 3028 |
|
|
2015
Q3 | $11K | Hold |
1,100
| – | – | ﹤0.01% | 3456 |
|
|
2015
Q2 | $11K | Hold |
1,100
| – | – | ﹤0.01% | 3613 |
|
|
2015
Q1 | $11K | Hold |
1,100
| – | – | ﹤0.01% | 3563 |
|
|
2014
Q4 | $10K | Hold |
1,100
| – | – | ﹤0.01% | 3410 |
|
|
2014
Q3 | $9K | Buy |
+1,100
| New | +$9K | ﹤0.01% | 3140 |
|