BDO Wealth Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-234
| Closed | -$15K | – | 593 |
|
|
2018
Q3 | $15K | Hold |
234
| – | – | ﹤0.01% | 417 |
|
|
2018
Q2 | $15K | Hold |
234
| – | – | 0.01% | 413 |
|
|
2018
Q1 | $14K | Buy |
+234
| New | +$14K | 0.01% | 366 |
|
|
2017
Q3 | – | Sell |
-234
| Closed | -$10K | – | 508 |
|
|
2017
Q2 | $10K | Buy |
+234
| New | +$10K | ﹤0.01% | 375 |
|