AGF Investments LLC’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 | – | Sell |
-1
| Closed | – | – | 654 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 633 |
|
|
2019
Q1 | – | Sell |
-424
| Closed | -$26K | – | 696 |
|
|
2018
Q4 | $26K | Buy |
424
+24
| +6% | +$1.47K | ﹤0.01% | 500 |
|
|
2018
Q3 | $26K | Sell |
400
-153
| -28% | -$9.95K | ﹤0.01% | 512 |
|
|
2018
Q2 | $36 | Sell |
553
-21
| -4% | -$1 | ﹤0.01% | 493 |
|
|
2018
Q1 | $35K | Buy |
574
+222
| +63% | +$13.5K | 0.01% | 360 |
|
|
2017
Q4 | $20K | Buy |
352
+140
| +66% | +$7.96K | ﹤0.01% | 451 |
|
|
2017
Q3 | $11K | Sell |
212
-270
| -56% | -$14K | ﹤0.01% | 464 |
|
|
2017
Q2 | $21K | Buy |
482
+2
| +0.4% | +$87 | ﹤0.01% | 361 |
|
|
2017
Q1 | $19K | Buy |
+480
| New | +$19K | ﹤0.01% | 379 |
|