ClearBridge Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-766
| Closed | -$47K | – | 1178 |
|
|
2018
Q1 | $47K | Buy |
766
+3
| +0.4% | +$184 | ﹤0.01% | 853 |
|
|
2017
Q4 | $44K | Buy |
763
+6
| +0.8% | +$346 | ﹤0.01% | 863 |
|
|
2017
Q3 | $39K | Buy |
757
+26
| +4% | +$1.34K | ﹤0.01% | 892 |
|
|
2017
Q2 | $31K | Buy |
+731
| New | +$31K | ﹤0.01% | 961 |
|