LPL Financial’s Sphere 3D ANY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-36,390
| Closed | -$32.9K | – | 5161 |
|
|
2024
Q3 | $32.9K | Hold |
36,390
| – | – | ﹤0.01% | 4938 |
|
|
2024
Q2 | $39.3K | Hold |
36,390
| – | – | ﹤0.01% | 4768 |
|
|
2024
Q1 | $56K | Buy |
36,390
+10,637
| +41% | +$16.4K | ﹤0.01% | 4680 |
|
|
2023
Q4 | $85.5K | Buy |
+25,753
| New | +$85.5K | ﹤0.01% | 4514 |
|
|
2022
Q1 | – | Sell |
-3,182
| Closed | -$69K | – | 4164 |
|
|
2021
Q4 | $69K | Buy |
3,182
+36
| +1% | +$781 | ﹤0.01% | 4177 |
|
|
2021
Q3 | $131K | Buy |
3,146
+1,628
| +107% | +$67.8K | ﹤0.01% | 4056 |
|
|
2021
Q2 | $28K | Buy |
+1,518
| New | +$28K | ﹤0.01% | 4159 |
|
|
2021
Q1 | – | Sell |
-3,904
| Closed | -$39K | – | 4049 |
|
|
2020
Q4 | $39K | Buy |
+3,904
| New | +$39K | ﹤0.01% | 3726 |
|