Ladenburg Thalmann Financial Services’s UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) MLPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-73
| Closed | -$2K | – | 5042 |
|
|
2016
Q2 | $2K | Hold |
73
| – | – | ﹤0.01% | 4496 |
|
|
2016
Q1 | $1K | Hold |
73
| – | – | ﹤0.01% | 4639 |
|
|
2015
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 4438 |
|
|
2015
Q3 | $2K | Sell |
73
-270
| -79% | -$7.4K | ﹤0.01% | 4342 |
|
|
2015
Q2 | $11K | Hold |
343
| – | – | ﹤0.01% | 3659 |
|
|
2015
Q1 | $11K | Hold |
343
| – | – | ﹤0.01% | 3617 |
|
|
2014
Q4 | $12K | Hold |
343
| – | – | ﹤0.01% | 3335 |
|
|
2014
Q3 | $14K | Hold |
343
| – | – | ﹤0.01% | 2928 |
|
|
2014
Q2 | $13K | Hold |
343
| – | – | ﹤0.01% | 2960 |
|
|
2014
Q1 | $12K | Hold |
343
| – | – | ﹤0.01% | 2884 |
|
|
2013
Q4 | $12K | Buy |
+343
| New | +$12K | ﹤0.01% | 2860 |
|