Ladenburg Thalmann Financial Services’s Western Asset Worldwide Income SBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13,474
| Closed | -$157K | – | 5084 |
|
|
2016
Q3 | $157K | Buy |
13,474
+354
| +3% | +$4.13K | ﹤0.01% | 1920 |
|
|
2016
Q2 | $144K | Buy |
13,120
+6,548
| +100% | +$71.9K | ﹤0.01% | 1894 |
|
|
2016
Q1 | $68K | Sell |
6,572
-3
| -0% | -$31 | ﹤0.01% | 2366 |
|
|
2015
Q4 | $66K | Sell |
6,575
-503
| -7% | -$5.05K | ﹤0.01% | 2376 |
|
|
2015
Q3 | $70K | Sell |
7,078
-7
| -0.1% | -$69 | ﹤0.01% | 2249 |
|
|
2015
Q2 | $77K | Buy |
7,085
+95
| +1% | +$1.03K | ﹤0.01% | 2293 |
|
|
2015
Q1 | $79K | Hold |
6,990
| – | – | ﹤0.01% | 2238 |
|
|
2014
Q4 | $80K | Buy |
6,990
+1,540
| +28% | +$17.6K | ﹤0.01% | 2049 |
|
|
2014
Q3 | $67K | Hold |
5,450
| – | – | ﹤0.01% | 1846 |
|
|
2014
Q2 | $72K | Hold |
5,450
| – | – | ﹤0.01% | 1812 |
|
|
2014
Q1 | $67K | Hold |
5,450
| – | – | ﹤0.01% | 1759 |
|
|
2013
Q4 | $66K | Hold |
5,450
| – | – | ﹤0.01% | 1733 |
|
|
2013
Q3 | $69K | Hold |
5,450
| – | – | ﹤0.01% | 1613 |
|
|
2013
Q2 | $71K | Buy |
+5,450
| New | +$71K | ﹤0.01% | 1490 |
|