Total Clarity Wealth Management’s Ladder Capital LADR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,040
| Closed | -$125K | – | 273 |
|
|
2024
Q2 | $125K | Hold |
11,040
| – | – | 0.04% | 241 |
|
|
2024
Q1 | $123K | Hold |
11,040
| – | – | 0.04% | 262 |
|
|
2023
Q4 | $127K | Hold |
11,040
| – | – | 0.05% | 231 |
|
|
2023
Q3 | $113K | Hold |
11,040
| – | – | 0.05% | 217 |
|
|
2023
Q2 | $120K | Hold |
11,040
| – | – | 0.06% | 212 |
|
|
2023
Q1 | $104K | Sell |
11,040
-53,506
| -83% | -$506K | 0.06% | 174 |
|
|
2022
Q4 | $648K | Buy |
64,546
+934
| +1% | +$9.38K | 0.33% | 80 |
|
|
2022
Q3 | $570K | Sell |
63,612
-1,125
| -2% | -$10.1K | 0.36% | 78 |
|
|
2022
Q2 | $682K | Buy |
64,737
+6,588
| +11% | +$69.4K | 0.35% | 68 |
|
|
2022
Q1 | $690K | Sell |
58,149
-1,150
| -2% | -$13.6K | 0.38% | 69 |
|
|
2021
Q4 | $711K | Sell |
59,299
-966
| -2% | -$11.6K | 0.32% | 80 |
|
|
2021
Q3 | $666K | Buy |
60,265
+923
| +2% | +$10.2K | 0.32% | 82 |
|
|
2021
Q2 | $685K | Sell |
59,342
-542
| -0.9% | -$6.26K | 0.38% | 76 |
|
|
2021
Q1 | $707K | Sell |
59,884
-5,321
| -8% | -$62.8K | 0.41% | 61 |
|
|
2020
Q4 | $638K | Sell |
65,205
-2,674
| -4% | -$26.2K | 0.44% | 61 |
|
|
2020
Q3 | $483K | Sell |
67,879
-3,306
| -5% | -$23.5K | 0.42% | 69 |
|
|
2020
Q2 | $577K | Sell |
71,185
-2,109
| -3% | -$17.1K | 0.53% | 53 |
|
|
2020
Q1 | $347K | Buy |
73,294
+7,761
| +12% | +$36.7K | 0.54% | 61 |
|
|
2019
Q4 | $1.18M | Buy |
+65,533
| New | +$1.18M | 0.89% | 27 |
|