DSM Capital Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-16,820
| Closed | -$775K | – | 58 |
|
|
2014
Q3 | $775K | Sell |
16,820
-270
| -2% | -$12.4K | 0.02% | 69 |
|
|
2014
Q2 | $850K | Sell |
17,090
-150
| -0.9% | -$7.46K | 0.02% | 66 |
|
|
2014
Q1 | $906K | Sell |
17,240
-21,260
| -55% | -$1.12M | 0.02% | 66 |
|
|
2013
Q4 | $1.81M | Buy |
38,500
+45
| +0.1% | +$2.12K | 0.04% | 37 |
|
|
2013
Q3 | $1.47M | Buy |
38,455
+13,965
| +57% | +$535K | 0.03% | 41 |
|
|
2013
Q2 | $925K | Buy |
+24,490
| New | +$925K | 0.02% | 57 |
|