GIA
Gargoyle Investment Advisor’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,966
| Closed | -$325K | – | 108 |
|
|
2018
Q2 | $325K | Hold |
4,966
| – | – | 0.18% | 109 |
|
|
2018
Q1 | $303K | Sell |
4,966
-4,000
| -45% | -$244K | 0.12% | 129 |
|
|
2017
Q4 | $512K | Buy |
+8,966
| New | +$512K | 0.2% | 111 |
|
|
2016
Q2 | – | Sell |
-43,499
| Closed | -$1.08M | – | 204 |
|
|
2016
Q1 | $1.08M | Buy |
+43,499
| New | +$1.08M | 0.36% | 106 |
|