Ladenburg Thalmann Financial Services’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $571K | Buy |
33,920
+3,409
| +11% | +$57.4K | ﹤0.01% | 1702 |
|
|
2019
Q3 | $505K | Buy |
30,511
+3,538
| +13% | +$58.6K | ﹤0.01% | 1753 |
|
|
2019
Q2 | $474K | Buy |
26,973
+5,107
| +23% | +$89.7K | ﹤0.01% | 1792 |
|
|
2019
Q1 | $423K | Buy |
21,866
+1,235
| +6% | +$23.9K | ﹤0.01% | 1821 |
|
|
2018
Q4 | $349K | Sell |
20,631
-3,380
| -14% | -$57.2K | ﹤0.01% | 1809 |
|
|
2018
Q3 | $574K | Buy |
24,011
+20,987
| +694% | +$502K | ﹤0.01% | 1495 |
|
|
2018
Q2 | $62K | Hold |
3,024
| – | – | ﹤0.01% | 3112 |
|
|
2018
Q1 | $62K | Sell |
3,024
-51
| -2% | -$1.05K | ﹤0.01% | 3112 |
|
|
2017
Q4 | $65K | Sell |
3,075
-500
| -14% | -$10.6K | ﹤0.01% | 3041 |
|
|
2017
Q3 | $69K | Hold |
3,575
| – | – | ﹤0.01% | 2851 |
|
|
2017
Q2 | $65K | Sell |
3,575
-100
| -3% | -$1.82K | ﹤0.01% | 2831 |
|
|
2017
Q1 | $60K | Sell |
3,675
-100
| -3% | -$1.63K | ﹤0.01% | 2775 |
|
|
2016
Q4 | $52K | Buy |
3,775
+350
| +10% | +$4.82K | ﹤0.01% | 2810 |
|
|
2016
Q3 | $54K | Buy |
3,425
+300
| +10% | +$4.73K | ﹤0.01% | 2722 |
|
|
2016
Q2 | $32K | Sell |
3,125
-1,000
| -24% | -$10.2K | ﹤0.01% | 3012 |
|
|
2016
Q1 | $50K | Sell |
4,125
-700
| -15% | -$8.49K | ﹤0.01% | 2592 |
|
|
2015
Q4 | $67K | Buy |
4,825
+1,592
| +49% | +$22.1K | ﹤0.01% | 2352 |
|
|
2015
Q3 | $41K | Buy |
3,233
+470
| +17% | +$5.96K | ﹤0.01% | 2599 |
|
|
2015
Q2 | $52K | Buy |
2,763
+1,033
| +60% | +$19.4K | ﹤0.01% | 2555 |
|
|
2015
Q1 | $34K | Buy |
+1,730
| New | +$34K | ﹤0.01% | 2836 |
|