LPL Financial’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,691
| Closed | -$100K | – | 4297 |
|
|
2021
Q4 | $100K | Sell |
16,691
-26,513
| -61% | -$159K | ﹤0.01% | 4123 |
|
|
2021
Q3 | $626K | Buy |
43,204
+18,397
| +74% | +$267K | ﹤0.01% | 3001 |
|
|
2021
Q2 | $443K | Buy |
24,807
+3,612
| +17% | +$64.5K | ﹤0.01% | 3258 |
|
|
2021
Q1 | $389K | Buy |
21,195
+1,195
| +6% | +$21.9K | ﹤0.01% | 3235 |
|
|
2020
Q4 | $255K | Buy |
+20,000
| New | +$255K | ﹤0.01% | 3326 |
|