Ladenburg Thalmann Financial Services’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.1M | Buy |
20,157
+645
| +3% | +$67.3K | 0.01% | 853 |
|
|
2019
Q3 | $1.72M | Buy |
19,512
+439
| +2% | +$38.6K | 0.01% | 892 |
|
|
2019
Q2 | $1.74M | Buy |
19,073
+1,904
| +11% | +$174K | 0.01% | 873 |
|
|
2019
Q1 | $1.48M | Buy |
17,169
+556
| +3% | +$47.8K | 0.01% | 932 |
|
|
2018
Q4 | $1.3M | Buy |
16,613
+10,417
| +168% | +$816K | 0.01% | 887 |
|
|
2018
Q3 | $625K | Sell |
6,196
-780
| -11% | -$78.7K | 0.01% | 1444 |
|
|
2018
Q2 | $796K | Hold |
6,976
| – | – | 0.01% | 1211 |
|
|
2018
Q1 | $796K | Buy |
6,976
+1,083
| +18% | +$124K | 0.01% | 1211 |
|
|
2017
Q4 | $731K | Sell |
5,893
-459
| -7% | -$56.9K | 0.01% | 1276 |
|
|
2017
Q3 | $664K | Sell |
6,352
-1,005
| -14% | -$105K | 0.01% | 1262 |
|
|
2017
Q2 | $678K | Sell |
7,357
-19
| -0.3% | -$1.75K | 0.01% | 1192 |
|
|
2017
Q1 | $618K | Sell |
7,376
-412
| -5% | -$34.5K | 0.01% | 1181 |
|
|
2016
Q4 | $613K | Sell |
7,788
-216
| -3% | -$17K | 0.01% | 1143 |
|
|
2016
Q3 | $620K | Sell |
8,004
-1,673
| -17% | -$130K | 0.01% | 1067 |
|
|
2016
Q2 | $792K | Buy |
9,677
+4,218
| +77% | +$345K | 0.01% | 871 |
|
|
2016
Q1 | $538K | Sell |
5,459
-211
| -4% | -$20.8K | 0.01% | 1012 |
|
|
2015
Q4 | $488K | Sell |
5,670
-1,786
| -24% | -$154K | 0.01% | 1029 |
|
|
2015
Q3 | $894K | Buy |
7,456
+494
| +7% | +$59.2K | 0.02% | 694 |
|
|
2015
Q2 | $1.03M | Sell |
6,962
-732
| -10% | -$108K | 0.02% | 686 |
|
|
2015
Q1 | $1.09M | Sell |
7,694
-5,726
| -43% | -$810K | 0.02% | 651 |
|
|
2014
Q4 | $2.03M | Buy |
13,420
+4,141
| +45% | +$626K | 0.04% | 349 |
|
|
2014
Q3 | $1.39M | Buy |
9,279
+5,147
| +125% | +$769K | 0.04% | 397 |
|
|
2014
Q2 | $537K | Buy |
4,132
+902
| +28% | +$117K | 0.01% | 750 |
|
|
2014
Q1 | $451K | Sell |
3,230
-118
| -4% | -$16.5K | 0.01% | 762 |
|
|
2013
Q4 | $487K | Buy |
3,348
+372
| +13% | +$54.1K | 0.02% | 696 |
|
|
2013
Q3 | $384K | Buy |
2,976
+75
| +3% | +$9.68K | 0.01% | 758 |
|
|
2013
Q2 | $277K | Buy |
+2,901
| New | +$277K | 0.01% | 843 |
|