LPL Financial’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $798K | Sell |
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|
2016
Q4 | $909K | Buy |
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|
2016
Q3 | $857K | Sell |
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|
2016
Q2 | $984K | Sell |
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|
2016
Q1 | $2.68M | Buy |
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|
2015
Q4 | $2.63M | Buy |
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|
2015
Q3 | $1.39M | Sell |
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|
2015
Q2 | $1.69M | Buy |
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|
2015
Q1 | $1.64M | Buy |
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|
2014
Q4 | $1.3M | Buy |
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|
2014
Q3 | $1.11M | Buy |
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|
2014
Q2 | $941K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3.61M | Buy |
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|
2013
Q3 | $2.67M | Buy |
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|
2013
Q2 | $319K | Buy |
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