QT
Quantamental Technologies’s LPL Financial LPLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,493
| Closed | -$326K | – | 569 |
|
2022
Q3 | $326K | Buy |
+1,493
| New | +$326K | 0.13% | 282 |
|
2021
Q3 | – | Sell |
-3,402
| Closed | -$459K | – | 347 |
|
2021
Q2 | $459K | Buy |
+3,402
| New | +$459K | 0.41% | 90 |
|
2020
Q1 | – | Sell |
-3,131
| Closed | -$289K | – | 281 |
|
2019
Q4 | $289K | Buy |
+3,131
| New | +$289K | 0.15% | 265 |
|
2019
Q3 | – | Sell |
-1,470
| Closed | -$120K | – | 1690 |
|
2019
Q2 | $120K | Sell |
1,470
-2,336
| -61% | -$191K | 0.04% | 606 |
|
2019
Q1 | $265K | Sell |
3,806
-980
| -20% | -$68.2K | 0.12% | 279 |
|
2018
Q4 | $292K | Buy |
+4,786
| New | +$292K | 0.17% | 159 |
|