CKW Financial Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-591
| Closed | -$27K | – | 233 |
|
|
2015
Q2 | $27K | Hold |
591
| – | – | 0.01% | 172 |
|
|
2015
Q1 | $26K | Buy |
591
+217
| +58% | +$9.55K | 0.01% | 173 |
|
|
2014
Q4 | $17K | Sell |
374
-282
| -43% | -$12.8K | 0.01% | 225 |
|
|
2014
Q3 | $30K | Buy |
656
+149
| +29% | +$6.81K | 0.01% | 152 |
|
|
2014
Q2 | $25K | Buy |
507
+133
| +36% | +$6.56K | 0.01% | 179 |
|
|
2014
Q1 | $20K | Sell |
374
-157
| -30% | -$8.4K | 0.01% | 226 |
|
|
2013
Q4 | $25K | Buy |
+531
| New | +$25K | 0.01% | 183 |
|