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Piermont Capital Management’s LPL Financial LPLA Stock Holding History

Piermont Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-53,800
Closed -$3.07M – 246
2017
Q4 		$3.07M Sell
53,800
-800
-1% -$42.1K 1.01% 13
2017
Q3 		$2.82M Sell
54,600
-1,630
-3% -$75K 0.93% 16
2017
Q2 		$2.39M Sell
56,230
-14,010
-20% -$569K 0.68% 30
2017
Q1 		$2.8M Buy
+70,240
New +$2.76M 0.67% 48

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