LPL Financial’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-21,279
| Closed | -$187K | – | 2847 |
|
|
2014
Q2 | $187K | Sell |
21,279
-3,144
| -13% | -$27.6K | ﹤0.01% | 2509 |
|
|
2014
Q1 | $203K | Buy |
24,423
+1,108
| +5% | +$9.21K | ﹤0.01% | 2436 |
|
|
2013
Q4 | $180K | Sell |
23,315
-696
| -3% | -$5.37K | ﹤0.01% | 2463 |
|
|
2013
Q3 | $196K | Buy |
24,011
+7,834
| +48% | +$63.9K | ﹤0.01% | 2336 |
|
|
2013
Q2 | $133K | Buy |
+16,177
| New | +$133K | ﹤0.01% | 2294 |
|