First Mercantile Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $701K | Sell |
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|
2021
Q1 | $806K | Buy |
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|
2020
Q4 | $561K | Sell |
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|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $606K | Sell |
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|
2019
Q2 | $647K | Sell |
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|
2019
Q1 | $764K | Sell |
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|
2018
Q4 | $742K | Buy |
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|
2018
Q3 | $709K | Buy |
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|
2018
Q2 | $689K | Buy |
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|
2018
Q1 | $573K | Buy |
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|
2017
Q4 | $166K | Buy |
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|
2017
Q3 | $109K | Sell |
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|
2017
Q2 | $91K | Sell |
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|
2017
Q1 | $113K | Sell |
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|
2016
Q4 | $107K | Sell |
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|
2016
Q3 | $100K | Sell |
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|
2016
Q2 | $84K | Sell |
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|
2016
Q1 | $99K | Sell |
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|
2015
Q4 | $188K | Hold |
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|
2015
Q3 | $175K | Buy |
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|
2015
Q2 | $192K | Hold |
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|
2015
Q1 | $181K | Sell |
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|
2014
Q4 | $197K | Buy |
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|
2014
Q3 | $171K | Buy |
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|
2014
Q2 | $183K | Hold |
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|
2014
Q1 | $193K | Sell |
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|
2013
Q4 | $201K | Hold |
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|
2013
Q3 | $164K | Sell |
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|
2013
Q2 | $227K | Buy |
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