Cutler Group’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 |
-500
| Closed | -$52K | – | 2410 |
|
|
2020
Q4 | $52K | Buy |
+500
| New | +$52K | ﹤0.01% | 999 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2040 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1877 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2520 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2819 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 3077 |
|
|
2017
Q1 | – | Sell |
-1,065
| Closed | -$37K | – | 3119 |
|
|
2016
Q4 | $37K | Buy |
1,065
+653
| +158% | +$22.7K | ﹤0.01% | 1647 |
|
|
2016
Q3 | $12K | Sell |
412
-1,008
| -71% | -$29.4K | ﹤0.01% | 2057 |
|
|
2016
Q2 | $31K | Buy |
+1,420
| New | +$31K | ﹤0.01% | 1600 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 3120 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 3122 |
|