Thomas J. Herzfeld Advisors’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,000
| Closed | -$29K | – | 339 |
|
|
2017
Q3 | $29K | Hold |
10,000
| – | – | 0.01% | 212 |
|
|
2017
Q2 | $24K | Hold |
10,000
| – | – | 0.01% | 217 |
|
|
2017
Q1 | $25K | Hold |
10,000
| – | – | 0.01% | 264 |
|
|
2016
Q4 | $24K | Buy |
+10,000
| New | +$24K | 0.01% | 267 |
|
|
2016
Q2 | – | Sell |
-10,000
| Closed | -$25K | – | 339 |
|
|
2016
Q1 | $25K | Hold |
10,000
| – | – | 0.01% | 284 |
|
|
2015
Q4 | $28K | Hold |
10,000
| – | – | 0.01% | 254 |
|
|
2015
Q3 | $21K | Hold |
10,000
| – | – | 0.01% | 281 |
|
|
2015
Q2 | $35K | Buy |
+10,000
| New | +$35K | 0.01% | 205 |
|
|
2013
Q3 | – | Sell |
-5,815
| Closed | -$10K | – | 291 |
|
|
2013
Q2 | $10K | Buy |
+5,815
| New | +$10K | 0.01% | 265 |
|