Pictet Asset Management (UK)’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$729K Sell
5,400
-800
-13% -$108K ﹤0.01% 1136
2021
Q1
$881K Sell
6,200
-300
-5% -$42.6K ﹤0.01% 1062
2020
Q4
$677K Hold
6,500
﹤0.01% 1074
2020
Q3
$498K Buy
6,500
+3,700
+132% +$283K ﹤0.01% 1069
2020
Q2
$220K Buy
+2,800
New +$220K ﹤0.01% 1058