Cadence Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,966
| Closed | -$1.02M | – | 354 |
|
|
2020
Q2 | $1.02M | Buy |
12,966
+2,730
| +27% | +$214K | 0.15% | 215 |
|
|
2020
Q1 | $557K | Buy |
+10,236
| New | +$557K | 0.09% | 301 |
|
|
2017
Q3 | – | Sell |
-9,612
| Closed | -$408K | – | 697 |
|
|
2017
Q2 | $408K | Sell |
9,612
-155
| -2% | -$6.58K | 0.03% | 551 |
|
|
2017
Q1 | $389K | Sell |
9,767
-1,325
| -12% | -$52.8K | 0.03% | 557 |
|
|
2016
Q4 | $391K | Buy |
11,092
+679
| +7% | +$23.9K | 0.03% | 557 |
|
|
2016
Q3 | $311K | Sell |
10,413
-10,065
| -49% | -$301K | 0.02% | 549 |
|
|
2016
Q2 | $461K | Buy |
20,478
+5,046
| +33% | +$114K | 0.03% | 461 |
|
|
2016
Q1 | $383K | Buy |
15,432
+1,802
| +13% | +$44.7K | 0.03% | 526 |
|
|
2015
Q4 | $581K | Buy |
13,630
+2,091
| +18% | +$89.1K | 0.04% | 445 |
|
|
2015
Q3 | $459K | Buy |
+11,539
| New | +$459K | 0.03% | 465 |
|
|
2015
Q2 | – | Sell |
-14,913
| Closed | -$654K | – | 640 |
|
|
2015
Q1 | $654K | Sell |
14,913
-194
| -1% | -$8.51K | 0.04% | 469 |
|
|
2014
Q4 | $673K | Buy |
+15,107
| New | +$673K | 0.04% | 467 |
|