CI
CX Institutional’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,643
| Closed | -$382K | – | 572 |
|
|
2024
Q3 | $382K | Buy |
+1,643
| New | +$382K | 0.02% | 421 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$2K | – | 971 |
|
|
2021
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 909 |
|
|
2020
Q4 | – | Sell |
-64
| Closed | -$5K | – | 884 |
|
|
2020
Q3 | $5K | Sell |
64
-38
| -37% | -$2.97K | ﹤0.01% | 746 |
|
|
2020
Q2 | $8K | Hold |
102
| – | – | ﹤0.01% | 598 |
|
|
2020
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 530 |
|
|
2019
Q4 | $9K | Hold |
102
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $8K | Hold |
102
| – | – | ﹤0.01% | 500 |
|
|
2019
Q2 | $8K | Hold |
102
| – | – | ﹤0.01% | 530 |
|
|
2019
Q1 | $7K | Hold |
102
| – | – | ﹤0.01% | 495 |
|
|
2018
Q4 | $6K | Hold |
102
| – | – | ﹤0.01% | 383 |
|
|
2018
Q3 | $7K | Hold |
102
| – | – | ﹤0.01% | 275 |
|
|
2018
Q2 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 252 |
|