Mount Yale Investment Advisors’s Ladder Capital LADR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Buy |
|
|||||
|
2025
Q1 | $199K | Buy |
|
|||||
|
2024
Q4 | $193K | Buy |
|
|||||
|
2024
Q3 | $200K | Buy |
|
|||||
|
2024
Q2 | $156K | Sell |
|
|||||
|
2024
Q1 | $155K | Sell |
|
|||||
|
2023
Q4 | $165K | Sell |
|
|||||
|
2023
Q3 | $148K | Sell |
|
|||||
|
2023
Q2 | $161K | Sell |
|
|||||
|
2023
Q1 | $151K | Sell |
|
|||||
|
2022
Q4 | $166K | Buy |
|
|||||
|
2022
Q3 | $146K | Sell |
|
|||||
|
2022
Q2 | $173K | Buy |
|
|||||
|
2022
Q1 | $178K | Buy |
|
|||||
|
2021
Q4 | $179K | Sell |
|
|||||
|
2021
Q3 | $167K | Buy |
|
|||||
|
2021
Q2 | $174K | Sell |
|
|||||
|
2021
Q1 | $179K | Buy |
|
|||||
|
2020
Q4 | $146K | Buy |
|
|||||
|
2020
Q3 | $104K | Buy |
|