Pekin Hardy Strauss’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-22,900
| Closed | -$568K | – | 165 |
|
|
2016
Q1 | $568K | Sell |
22,900
-163,163
| -88% | -$4.05M | 0.13% | 92 |
|
|
2015
Q4 | $7.94M | Sell |
186,063
-91,754
| -33% | -$3.91M | 1.8% | 15 |
|
|
2015
Q3 | $11M | Buy |
277,817
+210,402
| +312% | +$8.37M | 2.52% | 11 |
|
|
2015
Q2 | $3.13M | Buy |
+67,415
| New | +$3.13M | 0.61% | 36 |
|