CAM
Cacti Asset Management’s LPL Financial LPLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-10,000
| Closed | -$352K | – | 96 |
|
2016
Q4 | $352K | Hold |
10,000
| – | – | 0.03% | 61 |
|
2016
Q3 | $299K | Hold |
10,000
| – | – | 0.03% | 67 |
|
2016
Q2 | $225K | Hold |
10,000
| – | – | 0.02% | 73 |
|
2016
Q1 | $248K | Buy |
+10,000
| New | +$248K | 0.03% | 70 |
|