Berman Capital Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $79K | Buy |
509
+96
| +23% | +$14.9K | 0.01% | 511 |
|
|
2021
Q2 | $55K | Buy |
413
+206
| +100% | +$27.4K | 0.01% | 534 |
|
|
2021
Q1 | $29K | Hold |
207
| – | – | 0.01% | 668 |
|
|
2020
Q4 | $21K | Buy |
207
+7
| +4% | +$710 | 0.01% | 659 |
|
|
2020
Q3 | $15K | Buy |
200
+37
| +23% | +$2.78K | ﹤0.01% | 669 |
|
|
2020
Q2 | $12K | Buy |
163
+141
| +641% | +$10.4K | ﹤0.01% | 692 |
|
|
2020
Q1 | $1K | Sell |
22
-9
| -29% | -$409 | ﹤0.01% | 1324 |
|
|
2019
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 1215 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1197 |
|
|
2019
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 1207 |
|
|
2019
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1105 |
|