Assured Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,419
| Closed | -$87K | – | 1243 |
|
|
2018
Q4 | $87K | Sell |
1,419
-6,185
| -81% | -$379K | ﹤0.01% | 982 |
|
|
2018
Q3 | $491K | Sell |
7,604
-14,851
| -66% | -$959K | 0.01% | 745 |
|
|
2018
Q2 | $1.47M | Buy |
22,455
+14,642
| +187% | +$960K | 0.03% | 434 |
|
|
2018
Q1 | $477K | Sell |
7,813
-27,384
| -78% | -$1.67M | 0.01% | 761 |
|
|
2017
Q4 | $2.01M | Sell |
35,197
-19,549
| -36% | -$1.12M | 0.04% | 337 |
|
|
2017
Q3 | $2.82M | Buy |
54,746
+6,434
| +13% | +$332K | 0.06% | 246 |
|
|
2017
Q2 | $2.05M | Buy |
+48,312
| New | +$2.05M | 0.04% | 223 |
|