AWCI
Alpine Woods Capital Investors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,869
| Closed | -$208K | – | 442 |
|
|
2015
Q4 | $208K | Buy |
+4,869
| New | +$208K | 0.01% | 420 |
|
|
2015
Q3 | – | Sell |
-4,869
| Closed | -$226K | – | 486 |
|
|
2015
Q2 | $226K | Hold |
4,869
| – | – | 0.01% | 421 |
|
|
2015
Q1 | $214K | Hold |
4,869
| – | – | 0.01% | 422 |
|
|
2014
Q4 | $217K | Hold |
4,869
| – | – | 0.01% | 411 |
|
|
2014
Q3 | $224K | Hold |
4,869
| – | – | 0.01% | 410 |
|
|
2014
Q2 | $242 | Hold |
4,869
| – | – | 0.01% | 395 |
|
|
2014
Q1 | $256K | Hold |
4,869
| – | – | 0.01% | 390 |
|
|
2013
Q4 | $229K | Buy |
+4,869
| New | +$229K | 0.01% | 361 |
|