LPL Financial’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,417
| Closed | -$225K | – | 4559 |
|
|
2022
Q4 | $225K | Sell |
4,417
-400
| -8% | -$20.4K | ﹤0.01% | 3874 |
|
|
2022
Q3 | $211K | Hold |
4,817
| – | – | ﹤0.01% | 3859 |
|
|
2022
Q2 | $318K | Hold |
4,817
| – | – | ﹤0.01% | 3559 |
|
|
2022
Q1 | $323K | Hold |
4,817
| – | – | ﹤0.01% | 3514 |
|
|
2021
Q4 | $226K | Buy |
+4,817
| New | +$226K | ﹤0.01% | 3898 |
|