Atherton Lane Advisers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $768K | Hold |
18,000
| – | – | 0.04% | 119 |
|
|
2015
Q3 | $716K | Hold |
18,000
| – | – | 0.04% | 126 |
|
|
2015
Q2 | $837K | Sell |
18,000
-19,000
| -51% | -$884K | 0.05% | 121 |
|
|
2015
Q1 | $1.62M | Hold |
37,000
| – | – | 0.09% | 95 |
|
|
2014
Q4 | $1.65M | Hold |
37,000
| – | – | 0.09% | 93 |
|
|
2014
Q3 | $1.7M | Sell |
37,000
-20,533
| -36% | -$946K | 0.1% | 94 |
|
|
2014
Q2 | $2.86M | Sell |
57,533
-15,200
| -21% | -$756K | 0.16% | 78 |
|
|
2014
Q1 | $3.82M | Hold |
72,733
| – | – | 0.24% | 74 |
|
|
2013
Q4 | $3.42M | Hold |
72,733
| – | – | 0.22% | 73 |
|
|
2013
Q3 | $2.79M | Buy |
72,733
+42,733
| +142% | +$1.64M | 0.19% | 69 |
|
|
2013
Q2 | $1.13M | Buy |
+30,000
| New | +$1.13M | 0.08% | 69 |
|