Global Endowment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,540
| Closed | -$301K | – | 260 |
|
|
2016
Q4 | $301K | Buy |
+8,540
| New | +$301K | 0.05% | 219 |
|
|
2014
Q4 | – | Sell |
-59,600
| Closed | -$2.75M | – | 258 |
|
|
2014
Q3 | $2.75M | Buy |
+59,600
| New | +$2.75M | 0.42% | 85 |
|
|
2014
Q2 | – | Sell |
-57,200
| Closed | -$3.01M | – | 240 |
|
|
2014
Q1 | $3.01M | Sell |
57,200
-7,800
| -12% | -$410K | 0.47% | 78 |
|
|
2013
Q4 | $3.06M | Buy |
65,000
+6,500
| +11% | +$306K | 0.62% | 37 |
|
|
2013
Q3 | $2.24M | Buy |
58,500
+2,600
| +5% | +$99.6K | 0.56% | 51 |
|
|
2013
Q2 | $2.11M | Buy |
+55,900
| New | +$2.11M | 0.59% | 53 |
|