Ladenburg Thalmann Financial Services’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $18K | Sell |
484
-358
| -43% | -$13.3K | ﹤0.01% | 4210 |
|
|
2019
Q3 | $35K | Buy |
842
+7
| +0.8% | +$291 | ﹤0.01% | 3684 |
|
|
2019
Q2 | $35K | Hold |
835
| – | – | ﹤0.01% | 3716 |
|
|
2019
Q1 | $35K | Sell |
835
-390
| -32% | -$16.3K | ﹤0.01% | 3652 |
|
|
2018
Q4 | $48K | Buy |
1,225
+152
| +14% | +$5.96K | ﹤0.01% | 3284 |
|
|
2018
Q3 | $48K | Sell |
1,073
-70
| -6% | -$3.13K | ﹤0.01% | 3342 |
|
|
2018
Q2 | $47K | Hold |
1,143
| – | – | ﹤0.01% | 3307 |
|
|
2018
Q1 | $47K | Buy |
1,143
+663
| +138% | +$27.3K | ﹤0.01% | 3307 |
|
|
2017
Q4 | $20K | Hold |
480
| – | – | ﹤0.01% | 3812 |
|
|
2017
Q3 | $20K | Buy |
480
+240
| +100% | +$10K | ﹤0.01% | 3695 |
|
|
2017
Q2 | $9K | Hold |
240
| – | – | ﹤0.01% | 4105 |
|
|
2017
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 4074 |
|
|
2016
Q4 | $9K | Buy |
240
+110
| +85% | +$4.13K | ﹤0.01% | 3977 |
|
|
2016
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 4203 |
|
|
2016
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 4241 |
|
|
2016
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 4102 |
|
|
2015
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 4076 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$8K | – | 4815 |
|
|
2015
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 3778 |
|
|
2014
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 3604 |
|