Derby & Company’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $533K | Hold |
3,400
| – | – | 0.11% | 53 |
|
|
2021
Q2 | $459K | Hold |
3,400
| – | – | 0.1% | 57 |
|
|
2021
Q1 | $483K | Hold |
3,400
| – | – | 0.11% | 55 |
|
|
2020
Q4 | $354K | Hold |
3,400
| – | – | 0.09% | 55 |
|
|
2020
Q3 | $261K | Hold |
3,400
| – | – | 0.08% | 60 |
|
|
2020
Q2 | $267K | Buy |
+3,400
| New | +$267K | 0.09% | 54 |
|