Kemnay Advisory Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,486
| Closed | -$741K | – | 106 |
|
|
2021
Q2 | $741K | Sell |
5,486
-1,681
| -23% | -$227K | 0.09% | 74 |
|
|
2021
Q1 | $1.02M | Buy |
+7,167
| New | +$1.02M | 0.14% | 42 |
|
|
2020
Q3 | – | Sell |
-7,894
| Closed | -$619K | – | 92 |
|
|
2020
Q2 | $619K | Sell |
7,894
-8,740
| -53% | -$685K | 0.09% | 42 |
|
|
2020
Q1 | $905K | Buy |
+16,634
| New | +$905K | 0.25% | 31 |
|