Ladenburg Thalmann Financial Services’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,054
| Closed | -$34K | – | 5187 |
|
|
2016
Q4 | $34K | Buy |
+2,054
| New | +$34K | ﹤0.01% | 3136 |
|
|
2016
Q2 | – | Sell |
-750
| Closed | -$12K | – | 5090 |
|
|
2016
Q1 | $12K | Buy |
750
+250
| +50% | +$4K | ﹤0.01% | 3626 |
|
|
2015
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 3857 |
|
|
2015
Q3 | $8K | Sell |
500
-3,500
| -88% | -$56K | ﹤0.01% | 3723 |
|
|
2015
Q2 | $74K | Hold |
4,000
| – | – | ﹤0.01% | 2320 |
|
|
2015
Q1 | $78K | Hold |
4,000
| – | – | ﹤0.01% | 2253 |
|
|
2014
Q4 | $82K | Hold |
4,000
| – | – | ﹤0.01% | 2033 |
|
|
2014
Q3 | $79K | Hold |
4,000
| – | – | ﹤0.01% | 1750 |
|
|
2014
Q2 | $80K | Sell |
4,000
-210
| -5% | -$4.2K | ﹤0.01% | 1741 |
|
|
2014
Q1 | $79K | Buy |
4,210
+210
| +5% | +$3.94K | ﹤0.01% | 1653 |
|
|
2013
Q4 | $76K | Buy |
4,000
+500
| +14% | +$9.5K | ﹤0.01% | 1641 |
|
|
2013
Q3 | $61K | Buy |
+3,500
| New | +$61K | ﹤0.01% | 1693 |
|