Chicago Equity Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,325
| Closed | -$203K | – | 892 |
|
|
2018
Q4 | $203K | Sell |
3,325
-58,370
| -95% | -$3.56M | 0.01% | 781 |
|
|
2018
Q3 | $3.98M | Sell |
61,695
-57,690
| -48% | -$3.72M | 0.12% | 239 |
|
|
2018
Q2 | $7.82M | Buy |
+119,385
| New | +$7.82M | 0.24% | 118 |
|
|
2017
Q4 | – | Sell |
-74,030
| Closed | -$3.82M | – | 794 |
|
|
2017
Q3 | $3.82M | Buy |
74,030
+60,210
| +436% | +$3.11M | 0.12% | 235 |
|
|
2017
Q2 | $587K | Buy |
13,820
+4,320
| +45% | +$183K | 0.02% | 603 |
|
|
2017
Q1 | $378K | Buy |
+9,500
| New | +$378K | 0.01% | 635 |
|
|
2016
Q3 | – | Sell |
-8,990
| Closed | -$203K | – | 757 |
|
|
2016
Q2 | $203K | Buy |
+8,990
| New | +$203K | 0.01% | 601 |
|