Princeton Alpha Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,452
| Closed | -$217K | – | 212 |
|
|
2017
Q1 | $217K | Sell |
5,452
-17,890
| -77% | -$712K | 0.07% | 455 |
|
|
2016
Q4 | $822K | Buy |
+23,342
| New | +$822K | 0.17% | 199 |
|
|
2014
Q4 | – | Sell |
-5,172
| Closed | -$238K | – | 771 |
|
|
2014
Q3 | $238K | Buy |
+5,172
| New | +$238K | 0.05% | 506 |
|
|
2014
Q2 | – | Sell |
-13,934
| Closed | -$732K | – | 783 |
|
|
2014
Q1 | $732K | Buy |
+13,934
| New | +$732K | 0.23% | 114 |
|