Invictus RG’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,886
| Closed | -$582K | – | 223 |
|
|
2018
Q2 | $582K | Buy |
8,886
+3,933
| +79% | +$258K | 0.49% | 28 |
|
|
2018
Q1 | $302K | Buy |
+4,953
| New | +$302K | 0.2% | 142 |
|
|
2017
Q4 | – | Sell |
-6,290
| Closed | -$324K | – | 384 |
|
|
2017
Q3 | $324K | Buy |
6,290
+3,132
| +99% | +$161K | 0.29% | 139 |
|
|
2017
Q2 | $134K | Buy |
3,158
+2,443
| +342% | +$104K | 0.1% | 352 |
|
|
2017
Q1 | $28K | Buy |
715
+367
| +105% | +$14.4K | 0.02% | 587 |
|
|
2016
Q4 | $12K | Buy |
+348
| New | +$12K | 0.01% | 598 |
|