Mount Yale Investment Advisors’s Ladder Capital LADR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Buy |
17,752
+323
| +2% | +$3.47K | 0.01% | 546 |
|
|
2025
Q1 | $199K | Buy |
17,429
+168
| +1% | +$1.92K | 0.02% | 520 |
|
|
2024
Q4 | $193K | Buy |
17,261
+42
| +0.2% | +$470 | 0.02% | 526 |
|
|
2024
Q3 | $200K | Buy |
17,219
+3,360
| +24% | +$39K | 0.02% | 518 |
|
|
2024
Q2 | $156K | Sell |
13,859
-68
| -0.5% | -$768 | 0.01% | 520 |
|
|
2024
Q1 | $155K | Sell |
13,927
-388
| -3% | -$4.32K | 0.01% | 522 |
|
|
2023
Q4 | $165K | Sell |
14,315
-103
| -0.7% | -$1.19K | 0.02% | 478 |
|
|
2023
Q3 | $148K | Sell |
14,418
-382
| -3% | -$3.92K | 0.02% | 484 |
|
|
2023
Q2 | $161K | Sell |
14,800
-1,193
| -7% | -$12.9K | 0.02% | 467 |
|
|
2023
Q1 | $151K | Sell |
15,993
-559
| -3% | -$5.28K | 0.02% | 469 |
|
|
2022
Q4 | $166K | Buy |
16,552
+263
| +2% | +$2.64K | 0.02% | 438 |
|
|
2022
Q3 | $146K | Sell |
16,289
-112
| -0.7% | -$1K | 0.02% | 432 |
|
|
2022
Q2 | $173K | Buy |
16,401
+1,435
| +10% | +$15.1K | 0.02% | 444 |
|
|
2022
Q1 | $178K | Buy |
14,966
+55
| +0.4% | +$654 | 0.02% | 456 |
|
|
2021
Q4 | $179K | Sell |
14,911
-197
| -1% | -$2.37K | 0.02% | 441 |
|
|
2021
Q3 | $167K | Buy |
15,108
+37
| +0.2% | +$409 | 0.02% | 452 |
|
|
2021
Q2 | $174K | Sell |
15,071
-84
| -0.6% | -$970 | 0.02% | 414 |
|
|
2021
Q1 | $179K | Buy |
15,155
+264
| +2% | +$3.12K | 0.02% | 399 |
|
|
2020
Q4 | $146K | Buy |
14,891
+315
| +2% | +$3.09K | 0.02% | 385 |
|
|
2020
Q3 | $104K | Buy |
+14,576
| New | +$104K | 0.01% | 345 |
|