Ladenburg Thalmann Financial Services’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,875
| Closed | -$61K | – | 4930 |
|
|
2015
Q2 | $61K | Sell |
3,875
-200
| -5% | -$3.15K | ﹤0.01% | 2454 |
|
|
2015
Q1 | $57K | Sell |
4,075
-5,800
| -59% | -$81.1K | ﹤0.01% | 2464 |
|
|
2014
Q4 | $132K | Sell |
9,875
-33,605
| -77% | -$449K | ﹤0.01% | 1711 |
|
|
2014
Q3 | $512K | Buy |
43,480
+35,825
| +468% | +$422K | 0.01% | 775 |
|
|
2014
Q2 | $102K | Sell |
7,655
-27,305
| -78% | -$364K | ﹤0.01% | 1592 |
|
|
2014
Q1 | $443K | Buy |
34,960
+15,635
| +81% | +$198K | 0.01% | 779 |
|
|
2013
Q4 | $220K | Buy |
19,325
+18,175
| +1,580% | +$207K | 0.01% | 1031 |
|
|
2013
Q3 | $14K | Hold |
1,150
| – | – | ﹤0.01% | 2690 |
|
|
2013
Q2 | $15K | Buy |
+1,150
| New | +$15K | ﹤0.01% | 2513 |
|