LPL Financial’s Headwaters Inc HW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,000
| Closed | -$281K | – | 3067 |
|
|
2017
Q1 | $281K | Sell |
12,000
-2,297
| -16% | -$53.8K | ﹤0.01% | 2247 |
|
|
2016
Q4 | $334K | Buy |
+14,297
| New | +$334K | ﹤0.01% | 2076 |
|
|
2016
Q3 | – | Sell |
-23,365
| Closed | -$419K | – | 2781 |
|
|
2016
Q2 | $419K | Buy |
+23,365
| New | +$419K | ﹤0.01% | 1828 |
|
|
2015
Q4 | – | Sell |
-21,061
| Closed | -$426K | – | 3293 |
|
|
2015
Q3 | $426K | Buy |
+21,061
| New | +$426K | ﹤0.01% | 1929 |
|