Capitolis Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-39,262
| Closed | -$6.29M | – | 336 |
|
|
2021
Q4 | $6.29M | Hold |
39,262
| – | – | 0.04% | 292 |
|
|
2021
Q3 | $6.77M | Hold |
39,262
| – | – | 0.06% | 213 |
|
|
2021
Q2 | $5.3M | Buy |
39,262
+18,808
| +92% | +$2.54M | 0.06% | 216 |
|
|
2021
Q1 | $2.91M | Hold |
20,454
| – | – | 0.05% | 216 |
|
|
2020
Q4 | $2.13M | Buy |
+20,454
| New | +$2.13M | 0.04% | 306 |
|