SM
Sciencast Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,659
| Closed | -$1.78M | – | 547 |
|
|
2022
Q1 | $1.78M | Buy |
+9,659
| New | +$1.78M | 0.41% | 75 |
|
|
2021
Q3 | – | Sell |
-4,737
| Closed | -$647K | – | 512 |
|
|
2021
Q2 | $647K | Buy |
+4,737
| New | +$647K | 0.14% | 222 |
|
|
2021
Q1 | – | Sell |
-3,051
| Closed | -$336K | – | 598 |
|
|
2020
Q4 | $336K | Buy |
+3,051
| New | +$336K | 0.07% | 334 |
|
|
2020
Q2 | – | Sell |
-5,651
| Closed | -$279K | – | 476 |
|
|
2020
Q1 | $279K | Sell |
5,651
-4,449
| -44% | -$220K | 0.08% | 194 |
|
|
2019
Q4 | $971K | Sell |
10,100
-3,200
| -24% | -$308K | 0.26% | 127 |
|
|
2019
Q3 | $1.02M | Buy |
13,300
+10,100
| +316% | +$778K | 0.34% | 107 |
|
|
2019
Q2 | $274K | Sell |
3,200
-6,658
| -68% | -$570K | 0.15% | 223 |
|
|
2019
Q1 | $710K | Buy |
9,858
+5,758
| +140% | +$415K | 0.25% | 129 |
|
|
2018
Q4 | $283K | Buy |
+4,100
| New | +$283K | 0.25% | 157 |
|