LPL Financial’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15.3M | Sell |
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|
2017
Q4 | $16.4M | Buy |
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|
2017
Q3 | $15.2M | Sell |
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|
2017
Q2 | $15.5M | Sell |
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|
2017
Q1 | $15.4M | Buy |
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|
2016
Q4 | $12M | Buy |
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|
2016
Q3 | $9.84M | Buy |
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|
2016
Q2 | $9.55M | Sell |
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|
2016
Q1 | $15.3M | Buy |
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|
2015
Q4 | $7.76M | Buy |
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|
2015
Q3 | $2.91M | Sell |
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|
2015
Q2 | $3.96M | Buy |
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|
2015
Q1 | $3.89M | Buy |
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|
2014
Q4 | $3.19M | Buy |
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|
2014
Q3 | $2.56M | Buy |
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|
2014
Q2 | $2.42M | Buy |
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|
2014
Q1 | $2.22M | Buy |
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|
2013
Q4 | $2.02M | Sell |
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|
2013
Q3 | $2.03M | Buy |
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|
2013
Q2 | $1.37M | Buy |
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