Delta Asset Management’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 |
-78
| Closed | -$8K | – | 599 |
|
|
2020
Q4 | $8K | Hold |
78
| – | – | ﹤0.01% | 464 |
|
|
2020
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 462 |
|
|
2020
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 468 |
|
|
2020
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 513 |
|
|
2019
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 491 |
|
|
2019
Q3 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 484 |
|