Signature Estate & Investment Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,357
| Closed | -$1.05M | – | 151 |
|
|
2020
Q1 | $1.05M | Buy |
19,357
+1,799
| +10% | +$97.9K | 0.08% | 82 |
|
|
2019
Q4 | $1.62M | Buy |
17,558
+483
| +3% | +$44.6K | 0.1% | 75 |
|
|
2019
Q3 | $1.4M | Buy |
17,075
+359
| +2% | +$29.4K | 0.09% | 80 |
|
|
2019
Q2 | $1.36M | Buy |
16,716
+602
| +4% | +$49.1K | 0.09% | 85 |
|
|
2019
Q1 | $1.12M | Buy |
+16,114
| New | +$1.12M | 0.08% | 97 |
|