Kanaly Trust’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3K | Sell |
82
-10
| -11% | -$366 | ﹤0.01% | 746 |
|
|
2016
Q3 | $3K | Sell |
92
-11
| -11% | -$359 | ﹤0.01% | 731 |
|
|
2016
Q2 | $2K | Sell |
103
-14
| -12% | -$272 | ﹤0.01% | 782 |
|
|
2016
Q1 | $3K | Buy |
117
+7
| +6% | +$179 | ﹤0.01% | 715 |
|
|
2015
Q4 | $5K | Sell |
110
-29
| -21% | -$1.32K | ﹤0.01% | 670 |
|
|
2015
Q3 | $6K | Sell |
139
-18
| -11% | -$777 | ﹤0.01% | 608 |
|
|
2015
Q2 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 595 |
|