Hanseatic Management Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,237
| Closed | -$998K | – | 214 |
|
|
2019
Q2 | $998K | Sell |
12,237
-311
| -2% | -$25.4K | 1.02% | 26 |
|
|
2019
Q1 | $874K | Buy |
+12,548
| New | +$874K | 0.91% | 40 |
|
|
2018
Q4 | – | Sell |
-976
| Closed | -$63K | – | 305 |
|
|
2018
Q3 | $63K | Sell |
976
-8,448
| -90% | -$545K | 0.06% | 180 |
|
|
2018
Q2 | $618K | Buy |
9,424
+847
| +10% | +$55.5K | 0.53% | 73 |
|
|
2018
Q1 | $524K | Buy |
8,577
+3,580
| +72% | +$219K | 0.5% | 78 |
|
|
2017
Q4 | $286K | Buy |
4,997
+624
| +14% | +$35.7K | 0.29% | 111 |
|
|
2017
Q3 | $226K | Sell |
4,373
-15,229
| -78% | -$787K | 0.26% | 112 |
|
|
2017
Q2 | $832K | Buy |
19,602
+83
| +0.4% | +$3.52K | 0.42% | 94 |
|
|
2017
Q1 | $777K | Sell |
19,519
-2,251
| -10% | -$89.6K | 0.43% | 97 |
|
|
2016
Q4 | $767K | Buy |
+21,770
| New | +$767K | 0.43% | 93 |
|
|
2014
Q2 | – | Sell |
-1,647
| Closed | -$31.4K | – | 270 |
|
|
2014
Q1 | $31.4K | Buy |
+1,647
| New | +$31.4K | 0.94% | 32 |
|