Riverhead Capital Management’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 | $590K | Buy |
7,200
+1,012
| +16% | +$82.9K | 0.02% | 656 |
|
|
2019
Q2 | $505K | Sell |
6,188
-13,602
| -69% | -$1.11M | 0.02% | 721 |
|
|
2019
Q1 | $1.38M | Sell |
19,790
-21,321
| -52% | -$1.48M | 0.06% | 396 |
|
|
2018
Q4 | $2.51M | Sell |
41,111
-9,539
| -19% | -$583K | 0.11% | 241 |
|
|
2018
Q3 | $3.27M | Buy |
50,650
+13,600
| +37% | +$877K | 0.12% | 229 |
|
|
2018
Q2 | $2.43M | Buy |
37,050
+6,900
| +23% | +$452K | 0.1% | 273 |
|
|
2018
Q1 | $1.84M | Buy |
30,150
+13,400
| +80% | +$818K | 0.08% | 297 |
|
|
2017
Q4 | $957K | Sell |
16,750
-1,300
| -7% | -$74.3K | 0.04% | 441 |
|
|
2017
Q3 | $931K | Buy |
18,050
+6,749
| +60% | +$348K | 0.04% | 421 |
|
|
2017
Q2 | $480K | Buy |
11,301
+7,501
| +197% | +$319K | 0.02% | 590 |
|
|
2017
Q1 | $151K | Buy |
+3,800
| New | +$151K | 0.01% | 846 |
|