CSat Investment Advisory’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,594
| Closed | -$791K | – | 524 |
|
|
2020
Q4 | $791K | Sell |
7,594
-1,818
| -19% | -$189K | 0.74% | 48 |
|
|
2020
Q3 | $722K | Buy |
9,412
+9,195
| +4,237% | +$705K | 0.06% | 142 |
|
|
2020
Q2 | $17K | Sell |
217
-94
| -30% | -$7.36K | ﹤0.01% | 882 |
|
|
2020
Q1 | $17K | Buy |
311
+48
| +18% | +$2.62K | ﹤0.01% | 757 |
|
|
2019
Q4 | $24K | Buy |
263
+32
| +14% | +$2.92K | 0.01% | 732 |
|
|
2019
Q3 | $19K | Buy |
231
+41
| +22% | +$3.37K | 0.01% | 720 |
|
|
2019
Q2 | $15K | Buy |
+190
| New | +$15K | 0.01% | 755 |
|