Piermont Capital Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-53,800
Closed -$3.07M 246
2017
Q4
$3.07M Sell
53,800
-800
-1% -$45.7K 1.01% 13
2017
Q3
$2.82M Sell
54,600
-1,630
-3% -$84.1K 0.93% 16
2017
Q2
$2.39M Sell
56,230
-14,010
-20% -$595K 0.68% 30
2017
Q1
$2.8M Buy
+70,240
New +$2.8M 0.67% 48