LPL Financial’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $349K | Sell |
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|
2019
Q2 | $361K | Sell |
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|
2019
Q1 | $370K | Sell |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $656K | Buy |
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|
2018
Q2 | $495K | Sell |
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|
2018
Q1 | $525K | Sell |
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|
2017
Q4 | $557K | Buy |
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|
2017
Q3 | $207K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $226K | Buy |
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|
2016
Q3 | $211K | Hold |
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|
2016
Q2 | $205K | Sell |
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|
2016
Q1 | $398K | Sell |
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|
2015
Q4 | $487K | Buy |
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|
2015
Q3 | $231K | Buy |
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|
2015
Q2 | $229K | Buy |
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