Jasper Ridge Partners’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 |
-20,988
| Closed | -$966K | – | 95 |
|
|
2014
Q3 | $966K | Hold |
20,988
| – | – | 0.07% | 52 |
|
|
2014
Q2 | $1.04M | Hold |
20,988
| – | – | 0.07% | 65 |
|
|
2014
Q1 | $1.1M | Hold |
20,988
| – | – | 0.07% | 65 |
|
|
2013
Q4 | $987K | Sell |
20,988
-8,790
| -30% | -$413K | 0.06% | 65 |
|
|
2013
Q3 | $1.14M | Buy |
29,778
+11,720
| +65% | +$449K | 0.07% | 61 |
|
|
2013
Q2 | $682K | Buy |
+18,058
| New | +$682K | 0.04% | 74 |
|