Fuller & Thaler Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$57K | – | 801 |
|
|
2017
Q4 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 615 |
|
|
2017
Q3 | $52K | Buy |
+1,000
| New | +$52K | ﹤0.01% | 591 |
|
|
2014
Q3 | – | Sell |
-3,600
| Closed | -$179K | – | 692 |
|
|
2014
Q2 | $179K | Hold |
3,600
| – | – | 0.01% | 459 |
|
|
2014
Q1 | $189K | Buy |
+3,600
| New | +$189K | 0.01% | 455 |
|