IBM Retirement Fund’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $353K | Hold |
|
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $305K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $245K | Sell |
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|
2016
Q3 | $246K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $205K | Sell |
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|
2015
Q4 | $813K | Buy |
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|
2015
Q3 | $701K | Sell |
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|
2015
Q2 | $890K | Buy |
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|
2015
Q1 | $779K | Hold |
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|
2014
Q4 | $791K | Buy |
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|
2014
Q3 | $730K | Sell |
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|
2014
Q2 | $916K | Buy |
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|
2014
Q1 | $701K | Sell |
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|
2013
Q4 | $1.06M | Sell |
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|
2013
Q3 | $18.6M | Buy |
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|
2013
Q2 | $4.06M | Buy |
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