Optimum 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,600
| Closed | -$15.1K | – | 727 |
|
2023
Q1 | $15.1K | Hold |
1,600
| – | – | 0.01% | 518 |
|
2022
Q4 | $16.1K | Hold |
1,600
| – | – | 0.01% | 518 |
|
2022
Q3 | $14K | Hold |
1,600
| – | – | 0.01% | 544 |
|
2022
Q2 | $17K | Hold |
1,600
| – | – | 0.01% | 534 |
|
2022
Q1 | $19K | Hold |
1,600
| – | – | 0.01% | 571 |
|
2021
Q4 | $19K | Hold |
1,600
| – | – | 0.01% | 600 |
|
2021
Q3 | $18K | Sell |
1,600
-2,000
| -56% | -$22.5K | 0.01% | 605 |
|
2021
Q2 | $42K | Hold |
3,600
| – | – | 0.01% | 546 |
|
2021
Q1 | $42K | Hold |
3,600
| – | – | 0.01% | 535 |
|
2020
Q4 | $35K | Sell |
3,600
-5,000
| -58% | -$48.6K | 0.01% | 538 |
|
2020
Q3 | $61K | Sell |
8,600
-600
| -7% | -$4.26K | 0.02% | 411 |
|
2020
Q2 | $75K | Sell |
9,200
-8,400
| -48% | -$68.5K | 0.03% | 366 |
|
2020
Q1 | $83K | Buy |
17,600
+11,000
| +167% | +$51.9K | 0.03% | 341 |
|
2019
Q4 | $119K | Buy |
+6,600
| New | +$119K | 0.04% | 369 |
|
2019
Q3 | – | Sell |
-3,619
| Closed | -$60K | – | 1003 |
|
2019
Q2 | $60K | Hold |
3,619
| – | – | 0.02% | 471 |
|
2019
Q1 | $62K | Hold |
3,619
| – | – | 0.02% | 466 |
|
2018
Q4 | $56K | Buy |
3,619
+119
| +3% | +$1.84K | 0.02% | 451 |
|
2018
Q3 | $59K | Buy |
+3,500
| New | +$59K | 0.02% | 503 |
|