CrestPoint Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,800
| Closed | -$526K | – | 237 |
|
|
2014
Q4 | $526K | Hold |
11,800
| – | – | 0.29% | 128 |
|
|
2014
Q3 | $543K | Sell |
11,800
-3,100
| -21% | -$143K | 0.33% | 111 |
|
|
2014
Q2 | $741K | Hold |
14,900
| – | – | 0.43% | 91 |
|
|
2014
Q1 | $783K | Hold |
14,900
| – | – | 0.49% | 78 |
|
|
2013
Q4 | $701K | Buy |
+14,900
| New | +$701K | 0.46% | 82 |
|