Contravisory Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,805
| Closed | -$153K | – | 297 |
|
|
2020
Q1 | $153K | Buy |
2,805
+91
| +3% | +$4.96K | 0.07% | 144 |
|
|
2019
Q4 | $250K | Buy |
2,714
+35
| +1% | +$3.22K | 0.09% | 132 |
|
|
2019
Q3 | $219K | Hold |
2,679
| – | – | 0.08% | 137 |
|
|
2019
Q2 | $219K | Sell |
2,679
-168
| -6% | -$13.7K | 0.08% | 137 |
|
|
2019
Q1 | $198K | Sell |
2,847
-314
| -10% | -$21.8K | 0.08% | 144 |
|
|
2018
Q4 | $193K | Buy |
3,161
+168
| +6% | +$10.3K | 0.08% | 141 |
|
|
2018
Q3 | $193K | Sell |
2,993
-137
| -4% | -$8.83K | 0.07% | 145 |
|
|
2018
Q2 | $205K | Sell |
3,130
-168
| -5% | -$11K | 0.07% | 148 |
|
|
2018
Q1 | $201K | Hold |
3,298
| – | – | 0.07% | 143 |
|
|
2017
Q4 | $188K | Sell |
3,298
-212
| -6% | -$12.1K | 0.07% | 151 |
|
|
2017
Q3 | $181K | Buy |
+3,510
| New | +$181K | 0.06% | 154 |
|