Jupiter Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,707
| Closed | -$118K | – | 388 |
|
|
2019
Q1 | $118K | Buy |
+1,707
| New | +$118K | ﹤0.01% | 333 |
|
|
2017
Q4 | – | Sell |
-92,852
| Closed | -$4.79M | – | 407 |
|
|
2017
Q3 | $4.79M | Sell |
92,852
-11,047
| -11% | -$570K | 0.05% | 171 |
|
|
2017
Q2 | $4.41M | Buy |
+103,899
| New | +$4.41M | 0.05% | 184 |
|
|
2016
Q2 | – | Sell |
-610
| Closed | -$15K | – | 493 |
|
|
2016
Q1 | $15K | Buy |
+610
| New | +$15K | ﹤0.01% | 454 |
|