LPL Financial’s Madison Strategic Sector MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,385
| Closed | -$183K | – | 3337 |
|
|
2018
Q3 | $183K | Buy |
15,385
+4,397
| +40% | +$52.3K | ﹤0.01% | 3005 |
|
|
2018
Q2 | $129K | Buy |
+10,988
| New | +$129K | ﹤0.01% | 3059 |
|
|
2014
Q2 | – | Sell |
-10,762
| Closed | -$131K | – | 2787 |
|
|
2014
Q1 | $131K | Buy |
+10,762
| New | +$131K | ﹤0.01% | 2533 |
|