TCGI
Three Corner Global Investors’s LPL Financial LPLA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $28.8M | Sell |
471,093
-166,800
| -26% | -$10.2M | 9.32% | 2 |
|
2017
Q4 | $36.4M | Sell |
637,893
-32,000
| -5% | -$1.83M | 10.4% | 1 |
|
2017
Q3 | $34.5M | Buy |
669,893
+37,505
| +6% | +$1.93M | 9.69% | 1 |
|
2017
Q2 | $26.9M | Buy |
632,388
+169,988
| +37% | +$7.22M | 7.86% | 2 |
|
2017
Q1 | $18.4M | Buy |
462,400
+259,100
| +127% | +$10.3M | 5.38% | 3 |
|
2016
Q4 | $7.16M | Buy |
+203,300
| New | +$7.16M | 2.82% | 18 |
|
2015
Q3 | – | Sell |
-253,900
| Closed | -$11.8M | – | 27 |
|
2015
Q2 | $11.8M | Buy |
+253,900
| New | +$11.8M | 4.48% | 7 |
|
2014
Q2 | – | Sell |
-152,900
| Closed | -$8.03M | – | 31 |
|
2014
Q1 | $8.03M | Sell |
152,900
-66,400
| -30% | -$3.49M | 5.04% | 5 |
|
2013
Q4 | $10.3M | Buy |
+219,300
| New | +$10.3M | 8.44% | 2 |
|