Partners Capital Investment Group’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,499
| Closed | -$149K | – | 78 |
|
|
2017
Q2 | $149K | Sell |
3,499
-577,395
| -99% | -$24.6M | 0.03% | 39 |
|
|
2017
Q1 | $23.1M | Buy |
580,894
+38,780
| +7% | +$1.54M | 4.62% | 4 |
|
|
2016
Q4 | $19.1M | Buy |
542,114
+184,163
| +51% | +$6.48M | 4.39% | 4 |
|
|
2016
Q3 | $10.7M | Buy |
357,951
+6,582
| +2% | +$197K | 2.63% | 19 |
|
|
2016
Q2 | $7.92M | Buy |
351,369
+30,487
| +10% | +$687K | 2.21% | 20 |
|
|
2016
Q1 | $7.96M | Buy |
320,882
+9,402
| +3% | +$233K | 2.32% | 19 |
|
|
2015
Q4 | $13.3M | Buy |
+311,480
| New | +$13.3M | 4.46% | 12 |
|