Qtron Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,127
| Closed | -$287K | – | 338 |
|
|
2021
Q2 | $287K | Hold |
2,127
| – | – | 0.07% | 280 |
|
|
2021
Q1 | $302K | Sell |
2,127
-1,992
| -48% | -$283K | 0.08% | 265 |
|
|
2020
Q4 | $429K | Hold |
4,119
| – | – | 0.11% | 215 |
|
|
2020
Q3 | $316K | Buy |
4,119
+24
| +0.6% | +$1.84K | 0.11% | 215 |
|
|
2020
Q2 | $321K | Buy |
+4,095
| New | +$321K | 0.13% | 189 |
|
|
2020
Q1 | – | Sell |
-5,974
| Closed | -$551K | – | 242 |
|
|
2019
Q4 | $551K | Hold |
5,974
| – | – | 0.32% | 107 |
|
|
2019
Q3 | $489K | Hold |
5,974
| – | – | 0.3% | 118 |
|
|
2019
Q2 | $487K | Buy |
5,974
+995
| +20% | +$81.1K | 0.3% | 115 |
|
|
2019
Q1 | $347K | Buy |
4,979
+28
| +0.6% | +$1.95K | 0.32% | 91 |
|
|
2018
Q4 | $302K | Buy |
+4,951
| New | +$302K | 0.23% | 93 |
|