SPX Gestao de Recursos’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100,350
| Closed | -$13.5M | – | 41 |
|
|
2021
Q2 | $13.5M | Sell |
100,350
-150,831
| -60% | -$20.4M | 1.68% | 18 |
|
|
2021
Q1 | $35.7M | Sell |
251,181
-53,364
| -18% | -$7.59M | 6.07% | 3 |
|
|
2020
Q4 | $31.7M | Buy |
304,545
+124,416
| +69% | +$13M | 3.27% | 10 |
|
|
2020
Q3 | $13.8M | Buy |
180,129
+44,547
| +33% | +$3.42M | 1.51% | 21 |
|
|
2020
Q2 | $10.6M | Buy |
135,582
+92,098
| +212% | +$7.22M | 1.8% | 19 |
|
|
2020
Q1 | $2.37M | Buy |
+43,484
| New | +$2.37M | 0.42% | 32 |
|