NorthRock Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,318
| Closed | -$222K | – | 49 |
|
|
2016
Q4 | $222K | Buy |
+6,318
| New | +$222K | 0.08% | 49 |
|
|
2015
Q3 | – | Sell |
-13,720
| Closed | -$638K | – | 51 |
|
|
2015
Q2 | $638K | Buy |
13,720
+3,686
| +37% | +$171K | 0.3% | 23 |
|
|
2015
Q1 | $437K | Sell |
10,034
-1,108
| -10% | -$48.3K | 0.26% | 26 |
|
|
2014
Q4 | $496K | Buy |
+11,142
| New | +$496K | 0.3% | 23 |
|