Oakbrook Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,550
| Closed | -$327K | – | 331 |
|
|
2019
Q4 | $327K | Sell |
3,550
-950
| -21% | -$87.5K | 0.07% | 440 |
|
|
2019
Q3 | $369K | Hold |
4,500
| – | – | 0.02% | 445 |
|
|
2019
Q2 | $367K | Hold |
4,500
| – | – | 0.02% | 450 |
|
|
2019
Q1 | $313K | Sell |
4,500
-250
| -5% | -$17.4K | 0.02% | 493 |
|
|
2018
Q4 | $290K | Sell |
4,750
-360
| -7% | -$22K | 0.02% | 480 |
|
|
2018
Q3 | $330K | Buy |
+5,110
| New | +$330K | 0.02% | 527 |
|
|
2018
Q2 | – | Sell |
-3,560
| Closed | -$217K | – | 588 |
|
|
2018
Q1 | $217K | Buy |
+3,560
| New | +$217K | 0.01% | 539 |
|