Elkfork Partners’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 | $733K | Buy |
8,954
+1,364
| +18% | +$112K | 0.02% | 472 |
|
|
2019
Q2 | $619K | Sell |
7,590
-16,940
| -69% | -$1.38M | 0.02% | 520 |
|
|
2019
Q1 | $1.71M | Sell |
24,530
-26,730
| -52% | -$1.86M | 0.04% | 290 |
|
|
2018
Q4 | $3.13M | Sell |
51,260
-11,748
| -19% | -$718K | 0.09% | 205 |
|
|
2018
Q3 | $4.07M | Buy |
63,008
+16,830
| +36% | +$1.09M | 0.1% | 193 |
|
|
2018
Q2 | $3.03M | Buy |
46,178
+8,712
| +23% | +$571K | 0.08% | 223 |
|
|
2018
Q1 | $2.29M | Buy |
37,466
+16,632
| +80% | +$1.02M | 0.06% | 224 |
|
|
2017
Q4 | $1.19M | Sell |
20,834
-1,650
| -7% | -$94.2K | 0.03% | 325 |
|
|
2017
Q3 | $1.16M | Buy |
22,484
+8,448
| +60% | +$435K | 0.03% | 307 |
|
|
2017
Q2 | $596K | Buy |
14,036
+9,262
| +194% | +$393K | 0.02% | 450 |
|
|
2017
Q1 | $190K | Buy |
+4,774
| New | +$190K | 0.01% | 597 |
|