CenterBook Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,760
| Closed | -$2.31M | – | 426 |
|
|
2024
Q1 | $2.31M | Buy |
8,760
+4,500
| +106% | +$1.19M | 0.16% | 218 |
|
|
2023
Q4 | $970K | Sell |
4,260
-1,129
| -21% | -$257K | 0.12% | 255 |
|
|
2023
Q3 | $1.28M | Sell |
5,389
-2,369
| -31% | -$563K | 0.16% | 211 |
|
|
2023
Q2 | $1.69M | Buy |
+7,758
| New | +$1.69M | 0.21% | 167 |
|
|
2023
Q1 | – | Sell |
-1,677
| Closed | -$363K | – | 433 |
|
|
2022
Q4 | $363K | Buy |
+1,677
| New | +$363K | 0.06% | 317 |
|