Dupont Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,230
| Closed | -$998K | – | 1239 |
|
|
2019
Q2 | $998K | Buy |
+12,230
| New | +$998K | 0.02% | 551 |
|
|
2018
Q4 | – | Sell |
-25,100
| Closed | -$1.62M | – | 1194 |
|
|
2018
Q3 | $1.62M | Sell |
25,100
-12,910
| -34% | -$833K | 0.04% | 445 |
|
|
2018
Q2 | $2.49M | Buy |
+38,010
| New | +$2.49M | 0.06% | 293 |
|
|
2017
Q3 | – | Sell |
-30,556
| Closed | -$1.3M | – | 968 |
|
|
2017
Q2 | $1.3M | Buy |
+30,556
| New | +$1.3M | 0.03% | 470 |
|