Salzman & Co’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-562,785
Closed -$25.1M 15
2014
Q4
$25.1M Buy
562,785
+7,968
+1% +$355K 5.61% 8
2014
Q3
$25.5M Buy
554,817
+27,060
+5% +$1.25M 6.14% 10
2014
Q2
$26.3M Buy
+527,757
New +$26.3M 8.51% 6