Secor Capital Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-25,178
| Closed | -$1.65M | – | 448 |
|
|
2018
Q2 | $1.65M | Sell |
25,178
-31,184
| -55% | -$2.04M | 0.14% | 190 |
|
|
2018
Q1 | $3.44M | Buy |
+56,362
| New | +$3.44M | 0.28% | 101 |
|
|
2015
Q2 | – | Sell |
-6,338
| Closed | -$278K | – | 495 |
|
|
2015
Q1 | $278K | Buy |
+6,338
| New | +$278K | 0.11% | 331 |
|
|
2014
Q4 | – | Sell |
-18,911
| Closed | -$871K | – | 425 |
|
|
2014
Q3 | $871K | Buy |
+18,911
| New | +$871K | 0.49% | 48 |
|