EU
Emory University’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-39,989
| Closed | -$1.59M | – | 54 |
|
|
2017
Q1 | $1.59M | Sell |
39,989
-3,120
| -7% | -$124K | 1.5% | 33 |
|
|
2016
Q4 | $1.52M | Buy |
+43,109
| New | +$1.52M | 1.49% | 37 |
|
|
2015
Q3 | $1.4M | Sell |
35,231
-964
| -3% | -$38.3K | 3.9% | 7 |
|
|
2015
Q2 | $1.68M | Buy |
+36,195
| New | +$1.68M | 2.28% | 4 |
|