RQS
Ramsey Quantitative Systems’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,349
| Closed | -$345K | – | 388 |
|
|
2018
Q3 | $345K | Buy |
5,349
+440
| +9% | +$28.4K | 0.34% | 90 |
|
|
2018
Q2 | $322K | Sell |
4,909
-5,130
| -51% | -$336K | 0.33% | 120 |
|
|
2018
Q1 | $613K | Buy |
10,039
+5,150
| +105% | +$314K | 0.64% | 6 |
|
|
2017
Q4 | $279K | Buy |
+4,889
| New | +$279K | 0.29% | 107 |
|
|
2016
Q2 | – | Sell |
-37,231
| Closed | -$923K | – | 161 |
|
|
2016
Q1 | $923K | Buy |
37,231
+11,345
| +44% | +$281K | 0.94% | 7 |
|
|
2015
Q4 | $1.1M | Buy |
+25,886
| New | +$1.1M | 1.16% | 3 |
|