FineMark National Bank & Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-63
| Closed | -$2K | – | 1405 |
|
|
2016
Q1 | $2K | Sell |
63
-86
| -58% | -$2.73K | ﹤0.01% | 1151 |
|
|
2015
Q4 | $6K | Sell |
149
-670
| -82% | -$27K | ﹤0.01% | 1019 |
|
|
2015
Q3 | $33K | Buy |
819
+77
| +10% | +$3.1K | ﹤0.01% | 741 |
|
|
2015
Q2 | $34K | Sell |
742
-58
| -7% | -$2.66K | ﹤0.01% | 757 |
|
|
2015
Q1 | $35K | Buy |
800
+51
| +7% | +$2.23K | ﹤0.01% | 753 |
|
|
2014
Q4 | $33K | Sell |
749
-197
| -21% | -$8.68K | ﹤0.01% | 782 |
|
|
2014
Q3 | $44K | Buy |
946
+445
| +89% | +$20.7K | 0.01% | 657 |
|
|
2014
Q2 | $25K | Buy |
+501
| New | +$25K | ﹤0.01% | 845 |
|