GAM
Gotham Asset Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,925
| Closed | -$260K | – | 1079 |
|
|
2021
Q2 | $260K | Buy |
1,925
+27
| +1% | +$3.65K | 0.01% | 882 |
|
|
2021
Q1 | $270K | Buy |
+1,898
| New | +$270K | 0.01% | 876 |
|
|
2019
Q3 | – | Sell |
-6,862
| Closed | -$560K | – | 1168 |
|
|
2019
Q2 | $560K | Buy |
6,862
+2,704
| +65% | +$221K | 0.01% | 769 |
|
|
2019
Q1 | $290K | Buy |
+4,158
| New | +$290K | ﹤0.01% | 1003 |
|
|
2017
Q1 | – | Sell |
-6,274
| Closed | -$221K | – | 1055 |
|
|
2016
Q4 | $221K | Sell |
6,274
-3,238
| -34% | -$114K | ﹤0.01% | 878 |
|
|
2016
Q3 | $285K | Sell |
9,512
-3,816
| -29% | -$114K | ﹤0.01% | 796 |
|
|
2016
Q2 | $300K | Buy |
13,328
+483
| +4% | +$10.9K | ﹤0.01% | 809 |
|
|
2016
Q1 | $319K | Buy |
+12,845
| New | +$319K | ﹤0.01% | 830 |
|