LPL Financial’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-48,710
| Closed | -$143K | – | 5109 |
|
|
2024
Q2 | $143K | Sell |
48,710
-8,500
| -15% | -$25K | ﹤0.01% | 4566 |
|
|
2024
Q1 | $231K | Hold |
57,210
| – | – | ﹤0.01% | 4326 |
|
|
2023
Q4 | $269K | Buy |
57,210
+32,485
| +131% | +$153K | ﹤0.01% | 4121 |
|
|
2023
Q3 | $108K | Buy |
24,725
+2,516
| +11% | +$11K | ﹤0.01% | 4344 |
|
|
2023
Q2 | $119K | Buy |
+22,209
| New | +$119K | ﹤0.01% | 4239 |
|