LPL Financial’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,076
| Closed | -$201K | – | 2837 |
|
|
2014
Q2 | $201K | Hold |
3,076
| – | – | ﹤0.01% | 2491 |
|
|
2014
Q1 | $205K | Sell |
3,076
-1,837
| -37% | -$122K | ﹤0.01% | 2429 |
|
|
2013
Q4 | $322K | Buy |
4,913
+812
| +20% | +$53.2K | ﹤0.01% | 2066 |
|
|
2013
Q3 | $261K | Buy |
4,101
+346
| +9% | +$22K | ﹤0.01% | 2119 |
|
|
2013
Q2 | $223K | Buy |
+3,755
| New | +$223K | ﹤0.01% | 2125 |
|