Chase Investment Counsel’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,475
| Closed | -$1.92M | – | 109 |
|
|
2023
Q1 | $1.92M | Sell |
9,475
-10,818
| -53% | -$2.19M | 1.06% | 40 |
|
|
2022
Q4 | $4.39M | Buy |
20,293
+13
| +0.1% | +$2.81K | 2.68% | 6 |
|
|
2022
Q3 | $4.43M | Sell |
20,280
-189
| -0.9% | -$41.3K | 2.8% | 8 |
|
|
2022
Q2 | $3.78M | Buy |
+20,469
| New | +$3.78M | 2.04% | 14 |
|
|
2019
Q3 | – | Sell |
-30,871
| Closed | -$2.52M | – | 108 |
|
|
2019
Q2 | $2.52M | Buy |
30,871
+2,236
| +8% | +$182K | 1.28% | 32 |
|
|
2019
Q1 | $1.99M | Buy |
28,635
+19,380
| +209% | +$1.35M | 1.03% | 35 |
|
|
2018
Q4 | $565K | Sell |
9,255
-220
| -2% | -$13.4K | 0.34% | 62 |
|
|
2018
Q3 | $611K | Sell |
9,475
-70
| -0.7% | -$4.51K | 0.32% | 56 |
|
|
2018
Q2 | $625K | Sell |
9,545
-170
| -2% | -$11.1K | 0.34% | 56 |
|
|
2018
Q1 | $593K | Buy |
+9,715
| New | +$593K | 0.31% | 57 |
|