MUFG Americas’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 781 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 796 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 851 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 911 |
|
|
2018
Q1 | – | Sell |
-16,190
| Closed | -$925K | – | 924 |
|
|
2017
Q4 | $925K | Hold |
16,190
| – | – | 0.03% | 279 |
|
|
2017
Q3 | $835K | Hold |
16,190
| – | – | 0.03% | 291 |
|
|
2017
Q2 | $687K | Buy |
+16,190
| New | +$687K | 0.02% | 321 |
|