LPL Financial’s Workplace Equality Portfolio EQLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $681K | Sell |
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|
2018
Q3 | $907K | Buy |
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|
2018
Q2 | $828K | Buy |
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|
2018
Q1 | $728K | Buy |
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|
2017
Q4 | $599K | Buy |
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|
2017
Q3 | $412K | Buy |
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|
2017
Q2 | $310K | Buy |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $239K | Sell |
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|
2015
Q4 | $289K | Buy |
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