B. Riley Wealth Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200
| Closed | -$9K | – | 500 |
|
|
2015
Q2 | $9K | Hold |
200
| – | – | 0.01% | 760 |
|
|
2015
Q1 | $8K | Hold |
200
| – | – | 0.01% | 788 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | 0.01% | 783 |
|
|
2014
Q3 | $9K | Hold |
200
| – | – | 0.01% | 799 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | 0.01% | 851 |
|
|
2014
Q1 | $11K | Buy |
+200
| New | +$11K | 0.01% | 741 |
|