Proficio Capital Partners’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-43
| Closed | -$4K | – | 921 |
|
|
2019
Q2 | $4K | Buy |
43
+8
| +23% | +$744 | ﹤0.01% | 1298 |
|
|
2019
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q4 | $2K | Sell |
35
-16
| -31% | -$914 | ﹤0.01% | 1022 |
|
|
2018
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 1043 |
|
|
2018
Q2 | $3K | Buy |
51
+16
| +46% | +$941 | ﹤0.01% | 1080 |
|
|
2018
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1125 |
|
|
2017
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1114 |
|
|
2017
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q2 | $2K | Sell |
35
-54
| -61% | -$3.09K | ﹤0.01% | 1097 |
|
|
2017
Q1 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 1079 |
|