Cerebellum’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 | $48K | Sell |
631
-1,505
| -70% | -$114K | 0.22% | 322 |
|
|
2020
Q2 | $122K | Buy |
+2,136
| New | +$122K | 0.09% | 300 |
|
|
2019
Q4 | $559K | Buy |
6,057
+455
| +8% | +$42K | 0.3% | 100 |
|
|
2019
Q3 | $459K | Buy |
5,602
+1,182
| +27% | +$96.8K | 0.3% | 38 |
|
|
2019
Q2 | $361K | Buy |
4,420
+61
| +1% | +$4.98K | 0.29% | 42 |
|
|
2019
Q1 | $304K | Buy |
+4,359
| New | +$304K | 0.26% | 293 |
|
|
2018
Q1 | – | Sell |
-2,136
| Closed | -$122K | – | 496 |
|
|
2017
Q4 | $122K | Buy |
+2,136
| New | +$122K | 0.09% | 300 |
|