Denver Investment Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-23,366
| Closed | -$1.09M | – | 550 |
|
|
2015
Q2 | $1.09M | Sell |
23,366
-63,164
| -73% | -$2.94M | 0.04% | 279 |
|
|
2015
Q1 | $3.8M | Buy |
86,530
+3,300
| +4% | +$145K | 0.12% | 186 |
|
|
2014
Q4 | $3.71M | Buy |
83,230
+300
| +0.4% | +$13.4K | 0.12% | 185 |
|
|
2014
Q3 | $3.82M | Sell |
82,930
-2,956
| -3% | -$136K | 0.13% | 187 |
|
|
2014
Q2 | $4.27M | Sell |
85,886
-39,473
| -31% | -$1.96M | 0.13% | 182 |
|
|
2014
Q1 | $6.59M | Sell |
125,359
-921
| -0.7% | -$48.4K | 0.19% | 154 |
|
|
2013
Q4 | $5.94K | Buy |
+126,280
| New | +$5.94K | 0.17% | 174 |
|