AMP Capital Investors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,858
| Closed | -$295K | – | 1278 |
|
|
2020
Q2 | $295K | Buy |
+3,858
| New | +$295K | ﹤0.01% | 1030 |
|
|
2020
Q1 | – | Sell |
-11,560
| Closed | -$1.07M | – | 1192 |
|
|
2019
Q4 | $1.07M | Buy |
11,560
+5,100
| +79% | +$473K | 0.01% | 846 |
|
|
2019
Q3 | $526K | Buy |
6,460
+352
| +6% | +$28.7K | ﹤0.01% | 972 |
|
|
2019
Q2 | $490K | Buy |
6,108
+3,100
| +103% | +$249K | ﹤0.01% | 995 |
|
|
2019
Q1 | $209K | Buy |
+3,008
| New | +$209K | ﹤0.01% | 1119 |
|
|
2018
Q2 | – | Sell |
-12,755
| Closed | -$760K | – | 1199 |
|
|
2018
Q1 | $760K | Buy |
+12,755
| New | +$760K | ﹤0.01% | 923 |
|