ICC Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-28,225
| Closed | -$1.3M | – | 278 |
|
|
2014
Q3 | $1.3M | Buy |
28,225
+3,210
| +13% | +$148K | 0.16% | 176 |
|
|
2014
Q2 | $1.24M | Buy |
25,015
+2,305
| +10% | +$115K | 0.13% | 171 |
|
|
2014
Q1 | $1.19M | Sell |
22,710
-9,966
| -30% | -$524K | 0.11% | 167 |
|
|
2013
Q4 | $1.54M | Buy |
32,676
+6,971
| +27% | +$328K | 0.13% | 143 |
|
|
2013
Q3 | $985K | Buy |
25,705
+1,600
| +7% | +$61.3K | 0.07% | 155 |
|
|
2013
Q2 | $910K | Buy |
+24,105
| New | +$910K | 0.07% | 146 |
|