361 Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $848K | Buy |
+10,813
| New | +$848K | 0.4% | 92 |
|
|
2017
Q4 | – | Sell |
-44,142
| Closed | -$2.28M | – | 275 |
|
|
2017
Q3 | $2.28M | Sell |
44,142
-48,962
| -53% | -$2.52M | 0.44% | 89 |
|
|
2017
Q2 | $3.95M | Buy |
93,104
+71,040
| +322% | +$3.02M | 0.67% | 64 |
|
|
2017
Q1 | $879K | Buy |
+22,064
| New | +$879K | 0.19% | 102 |
|