QS Investors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-167
| Closed | -$14K | – | 1379 |
|
|
2020
Q2 | $14K | Hold |
167
| – | – | ﹤0.01% | 1517 |
|
|
2020
Q1 | $10K | Hold |
167
| – | – | ﹤0.01% | 1521 |
|
|
2019
Q4 | $16K | Hold |
167
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q3 | $14K | Hold |
167
| – | – | ﹤0.01% | 1524 |
|
|
2019
Q2 | $14K | Hold |
167
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q1 | $12K | Hold |
167
| – | – | ﹤0.01% | 1539 |
|
|
2018
Q4 | $11K | Hold |
167
| – | – | ﹤0.01% | 1501 |
|
|
2018
Q3 | $11K | Hold |
167
| – | – | ﹤0.01% | 1535 |
|
|
2018
Q2 | $11K | Hold |
167
| – | – | ﹤0.01% | 1558 |
|
|
2018
Q1 | $10K | Hold |
167
| – | – | ﹤0.01% | 1560 |
|
|
2017
Q4 | $10K | Hold |
167
| – | – | ﹤0.01% | 1561 |
|
|
2017
Q3 | $9K | Buy |
+167
| New | +$9K | ﹤0.01% | 1593 |
|
|
2016
Q1 | – | Sell |
-6
| Closed | -$1K | – | 2022 |
|
|
2015
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1703 |
|