LPL Financial’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,074
| Closed | -$78.8K | – | 4793 |
|
|
2023
Q3 | $78.8K | Sell |
10,074
-976
| -9% | -$7.63K | ﹤0.01% | 4400 |
|
|
2023
Q2 | $96K | Buy |
11,050
+515
| +5% | +$4.48K | ﹤0.01% | 4276 |
|
|
2023
Q1 | $82.7K | Hold |
10,535
| – | – | ﹤0.01% | 4210 |
|
|
2022
Q4 | $98.2K | Hold |
10,535
| – | – | ﹤0.01% | 4143 |
|
|
2022
Q3 | $97K | Hold |
10,535
| – | – | ﹤0.01% | 4082 |
|
|
2022
Q2 | $97K | Buy |
+10,535
| New | +$97K | ﹤0.01% | 4109 |
|
|
2019
Q4 | – | Sell |
-17,159
| Closed | -$173K | – | 3376 |
|
|
2019
Q3 | $173K | Sell |
17,159
-418
| -2% | -$4.21K | ﹤0.01% | 3043 |
|
|
2019
Q2 | $180K | Hold |
17,577
| – | – | ﹤0.01% | 3032 |
|
|
2019
Q1 | $176K | Buy |
17,577
+1,813
| +12% | +$18.2K | ﹤0.01% | 2962 |
|
|
2018
Q4 | $144K | Buy |
+15,764
| New | +$144K | ﹤0.01% | 2886 |
|