WealthPLAN Partners’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
Q2 | – | Sell |
-4,125
| Closed | -$10.1K | – | 468 |
|
|
2017
Q1 | $10.1K | Buy |
+4,125
| New | +$10.1K | 0.04% | 268 |
|
|
2016
Q3 | $38.4K | Sell |
17,375
-17,455
| -50% | -$38.6K | 0.01% | 381 |
|
|
2016
Q2 | $41.1K | Buy |
+34,830
| New | +$41.1K | 0.01% | 1006 |
|
|
2015
Q4 | $140K | Buy |
+151,635
| New | +$140K | 0.02% | 331 |
|
|
2015
Q2 | $184K | Sell |
52,430
-2,000
| -4% | -$7.02K | 0.08% | 96 |
|
|
2015
Q1 | $212K | Buy |
+54,430
| New | +$212K | 0.1% | 110 |
|