Ladenburg Thalmann Financial Services’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,457
| Closed | -$11K | – | 4176 |
|
|
2014
Q2 | $11K | Buy |
1,457
+13
| +0.9% | +$98 | ﹤0.01% | 3058 |
|
|
2014
Q1 | $10K | Buy |
1,444
+14
| +1% | +$97 | ﹤0.01% | 2993 |
|
|
2013
Q4 | $9K | Buy |
1,430
+9
| +0.6% | +$57 | ﹤0.01% | 3031 |
|
|
2013
Q3 | $10K | Buy |
1,421
+5
| +0.4% | +$35 | ﹤0.01% | 2887 |
|
|
2013
Q2 | $10K | Buy |
+1,416
| New | +$10K | ﹤0.01% | 2758 |
|