Ladenburg Thalmann Financial Services’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $9.27M | Buy |
149,115
+4,930
| +3% | +$307K | 0.06% | 316 |
|
|
2019
Q3 | $8.93M | Buy |
144,185
+5,857
| +4% | +$363K | 0.06% | 304 |
|
|
2019
Q2 | $10.1M | Sell |
138,328
-397
| -0.3% | -$28.9K | 0.07% | 267 |
|
|
2019
Q1 | $10.4M | Buy |
138,725
+21,070
| +18% | +$1.58M | 0.08% | 236 |
|
|
2018
Q4 | $6.6M | Sell |
117,655
-1,639
| -1% | -$91.9K | 0.06% | 297 |
|
|
2018
Q3 | $11.8M | Sell |
119,294
-25,046
| -17% | -$2.47M | 0.1% | 190 |
|
|
2018
Q2 | $7.08M | Hold |
144,340
| – | – | 0.07% | 268 |
|
|
2018
Q1 | $7.08M | Buy |
144,340
+19,784
| +16% | +$971K | 0.07% | 268 |
|
|
2017
Q4 | $4.32M | Buy |
124,556
+65,444
| +111% | +$2.27M | 0.04% | 391 |
|
|
2017
Q3 | $1.7M | Buy |
59,112
+42,506
| +256% | +$1.22M | 0.02% | 710 |
|
|
2017
Q2 | $390K | Buy |
16,606
+7,381
| +80% | +$173K | ﹤0.01% | 1549 |
|
|
2017
Q1 | $159K | Buy |
9,225
+2,644
| +40% | +$45.6K | ﹤0.01% | 2074 |
|
|
2016
Q4 | $89K | Sell |
6,581
-2,216
| -25% | -$30K | ﹤0.01% | 2413 |
|
|
2016
Q3 | $101K | Buy |
8,797
+6,147
| +232% | +$70.6K | ﹤0.01% | 2249 |
|
|
2016
Q2 | $24K | Sell |
2,650
-350
| -12% | -$3.17K | ﹤0.01% | 3236 |
|
|
2016
Q1 | $46K | Sell |
3,000
-200
| -6% | -$3.07K | ﹤0.01% | 2661 |
|
|
2015
Q4 | $42K | Buy |
+3,200
| New | +$42K | ﹤0.01% | 2692 |
|