LPL Financial’s Sotheby's BID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,714
| Closed | -$256K | – | 3327 |
|
|
2018
Q2 | $256K | Buy |
4,714
+8
| +0.2% | +$434 | ﹤0.01% | 2778 |
|
|
2018
Q1 | $241K | Sell |
4,706
-488
| -9% | -$25K | ﹤0.01% | 2794 |
|
|
2017
Q4 | $268K | Sell |
5,194
-86
| -2% | -$4.44K | ﹤0.01% | 2574 |
|
|
2017
Q3 | $243K | Sell |
5,280
-4,560
| -46% | -$210K | ﹤0.01% | 2515 |
|
|
2017
Q2 | $528K | Buy |
+9,840
| New | +$528K | ﹤0.01% | 1834 |
|
|
2017
Q1 | – | Sell |
-15,106
| Closed | -$594K | – | 2845 |
|
|
2016
Q4 | $594K | Hold |
15,106
| – | – | ﹤0.01% | 1591 |
|
|
2016
Q3 | $559K | Buy |
+15,106
| New | +$559K | 0.01% | 1611 |
|