ACG Wealth’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,048
| Closed | -$235K | – | 226 |
|
|
2015
Q2 | $235K | Sell |
5,048
-139
| -3% | -$6.47K | 0.06% | 185 |
|
|
2015
Q1 | $228K | Sell |
5,187
-225
| -4% | -$9.89K | 0.06% | 191 |
|
|
2014
Q4 | $241K | Hold |
5,412
| – | – | 0.07% | 181 |
|
|
2014
Q3 | $249K | Hold |
5,412
| – | – | 0.07% | 165 |
|
|
2014
Q2 | $269K | Buy |
5,412
+412
| +8% | +$20.5K | 0.05% | 175 |
|
|
2014
Q1 | $263K | Hold |
5,000
| – | – | 0.08% | 156 |
|
|
2013
Q4 | $235K | Buy |
+5,000
| New | +$235K | 0.06% | 160 |
|