GAM Holding’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,040
| Closed | -$577K | – | 697 |
|
|
2019
Q3 | $577K | Sell |
7,040
-3,633
| -34% | -$298K | 0.03% | 535 |
|
|
2019
Q2 | $871K | Sell |
10,673
-5,229
| -33% | -$427K | 0.03% | 525 |
|
|
2019
Q1 | $1.11M | Buy |
15,902
+6,938
| +77% | +$483K | 0.05% | 395 |
|
|
2018
Q4 | $548K | Sell |
8,964
-113
| -1% | -$6.91K | 0.03% | 515 |
|
|
2018
Q3 | $586K | Buy |
9,077
+5,593
| +161% | +$361K | 0.02% | 628 |
|
|
2018
Q2 | $228K | Buy |
+3,484
| New | +$228K | 0.01% | 848 |
|