Sun Life Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-594
| Closed | -$49K | – | 524 |
|
|
2019
Q3 | $49K | Buy |
594
+3
| +0.5% | +$247 | 0.01% | 289 |
|
|
2019
Q2 | $48K | Hold |
591
| – | – | 0.01% | 293 |
|
|
2019
Q1 | $41K | Buy |
591
+3
| +0.5% | +$208 | 0.01% | 376 |
|
|
2018
Q4 | $36K | Buy |
588
+3
| +0.5% | +$184 | 0.01% | 448 |
|
|
2018
Q3 | $38K | Buy |
+585
| New | +$38K | 0.01% | 500 |
|