Ladenburg Thalmann Financial Services’s Workplace Equality Portfolio EQLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,348
| Closed | -$49K | – | 5580 |
|
|
2019
Q1 | $49K | Hold |
1,348
| – | – | ﹤0.01% | 3419 |
|
|
2018
Q4 | $44K | Buy |
1,348
+307
| +29% | +$10K | ﹤0.01% | 3359 |
|
|
2018
Q3 | $40K | Sell |
1,041
-504
| -33% | -$19.4K | ﹤0.01% | 3484 |
|
|
2018
Q2 | $55K | Hold |
1,545
| – | – | ﹤0.01% | 3199 |
|
|
2018
Q1 | $55K | Buy |
1,545
+1,075
| +229% | +$38.3K | ﹤0.01% | 3199 |
|
|
2017
Q4 | $17K | Sell |
470
-260
| -36% | -$9.4K | ﹤0.01% | 3905 |
|
|
2017
Q3 | $25K | Hold |
730
| – | – | ﹤0.01% | 3567 |
|
|
2017
Q2 | $24K | Hold |
730
| – | – | ﹤0.01% | 3514 |
|
|
2017
Q1 | $24K | Buy |
730
+100
| +16% | +$3.29K | ﹤0.01% | 3447 |
|
|
2016
Q4 | $19K | Buy |
630
+5
| +0.8% | +$151 | ﹤0.01% | 3528 |
|
|
2016
Q3 | $18K | Hold |
625
| – | – | ﹤0.01% | 3483 |
|
|
2016
Q2 | $17K | Buy |
625
+119
| +24% | +$3.24K | ﹤0.01% | 3463 |
|
|
2016
Q1 | $14K | Buy |
506
+98
| +24% | +$2.71K | ﹤0.01% | 3525 |
|
|
2015
Q4 | $11K | Buy |
408
+154
| +61% | +$4.15K | ﹤0.01% | 3643 |
|
|
2015
Q3 | $7K | Hold |
254
| – | – | ﹤0.01% | 3787 |
|
|
2015
Q2 | $7K | Sell |
254
-275
| -52% | -$7.58K | ﹤0.01% | 3923 |
|
|
2015
Q1 | $15K | Buy |
529
+254
| +92% | +$7.2K | ﹤0.01% | 3382 |
|
|
2014
Q4 | $8K | Buy |
+275
| New | +$8K | ﹤0.01% | 3542 |
|