MUFG Securities EMEA’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,000
| Closed | -$625K | – | 408 |
|
|
2020
Q4 | $625K | Sell |
6,000
-50,000
| -89% | -$5.21M | ﹤0.01% | 326 |
|
|
2020
Q3 | $4.29M | Buy |
+56,000
| New | +$4.29M | 0.04% | 205 |
|
|
2020
Q2 | – | Sell |
-42,943
| Closed | -$2.34M | – | 454 |
|
|
2020
Q1 | $2.34M | Buy |
42,943
+12,943
| +43% | +$704K | 0.02% | 271 |
|
|
2019
Q4 | $2.77M | Buy |
+30,000
| New | +$2.77M | 0.02% | 333 |
|
|
2018
Q3 | – | Sell |
-11,500
| Closed | -$754K | – | 681 |
|
|
2018
Q2 | $754K | Buy |
+11,500
| New | +$754K | 0.01% | 203 |
|