Placemark Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $254K | Buy |
5,750
+1,131
| +24% | +$50K | ﹤0.01% | 1468 |
|
|
2014
Q3 | $212K | Buy |
+4,619
| New | +$212K | ﹤0.01% | 1542 |
|
|
2014
Q2 | – | Sell |
-4,086
| Closed | -$215K | – | 1660 |
|
|
2014
Q1 | $215K | Sell |
4,086
-196
| -5% | -$10.3K | ﹤0.01% | 1483 |
|
|
2013
Q4 | $200K | Buy |
+4,282
| New | +$200K | ﹤0.01% | 1529 |
|