Strycker View Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-59,526
| Closed | -$4.67M | – | 27 |
|
|
2020
Q2 | $4.67M | Buy |
+59,526
| New | +$4.67M | 5.12% | 10 |
|
|
2020
Q1 | – | Sell |
-135,412
| Closed | -$12.5M | – | 12 |
|
|
2019
Q4 | $12.5M | Buy |
+135,412
| New | +$12.5M | 5.91% | 7 |
|
|
2018
Q3 | – | Sell |
-163,190
| Closed | -$10.7M | – | 16 |
|
|
2018
Q2 | $10.7M | Sell |
163,190
-29,931
| -15% | -$1.96M | 5.04% | 8 |
|
|
2018
Q1 | $11.8M | Buy |
+193,121
| New | +$11.8M | 6.37% | 5 |
|