EAM Investors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-21,179
| Closed | -$3.01M | – | 375 |
|
|
2021
Q1 | $3.01M | Buy |
+21,179
| New | +$3.01M | 0.45% | 46 |
|
|
2019
Q3 | – | Sell |
-15,585
| Closed | -$1.27M | – | 272 |
|
|
2019
Q2 | $1.27M | Sell |
15,585
-5,244
| -25% | -$428K | 0.31% | 152 |
|
|
2019
Q1 | $1.45M | Buy |
+20,829
| New | +$1.45M | 0.36% | 131 |
|
|
2018
Q2 | – | Sell |
-52,121
| Closed | -$3.18M | – | 325 |
|
|
2018
Q1 | $3.18M | Buy |
52,121
+4,106
| +9% | +$251K | 0.53% | 63 |
|
|
2017
Q4 | $2.74M | Sell |
48,015
-624
| -1% | -$35.7K | 0.49% | 64 |
|
|
2017
Q3 | $2.51M | Sell |
48,639
-14,654
| -23% | -$756K | 0.33% | 110 |
|
|
2017
Q2 | $2.69M | Buy |
+63,293
| New | +$2.69M | 0.44% | 102 |
|