Farmers & Merchants Investments Inc’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-49
| Closed | -$9K | – | 1662 |
|
|
2022
Q2 | $9K | Sell |
49
-12
| -20% | -$2.2K | ﹤0.01% | 724 |
|
|
2022
Q1 | $11K | Sell |
61
-10
| -14% | -$1.8K | ﹤0.01% | 716 |
|
|
2021
Q4 | $11K | Sell |
71
-4
| -5% | -$620 | ﹤0.01% | 733 |
|
|
2021
Q3 | $12K | Buy |
75
+4
| +6% | +$640 | ﹤0.01% | 661 |
|
|
2021
Q2 | $10K | Hold |
71
| – | – | ﹤0.01% | 654 |
|
|
2021
Q1 | $10K | Sell |
71
-21
| -23% | -$2.96K | ﹤0.01% | 623 |
|
|
2020
Q4 | $10K | Hold |
92
| – | – | ﹤0.01% | 595 |
|
|
2020
Q3 | $7K | Hold |
92
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 635 |
|
|
2016
Q1 | – | Sell |
-272
| Closed | -$12K | – | 749 |
|
|
2015
Q4 | $12K | Buy |
272
+88
| +48% | +$3.88K | ﹤0.01% | 447 |
|
|
2015
Q3 | $7K | Buy |
+184
| New | +$7K | ﹤0.01% | 540 |
|