Tikvah Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,791
| Closed | -$350K | – | 19 |
|
|
2015
Q3 | $350K | Hold |
8,791
| – | – | 0.19% | 18 |
|
|
2015
Q2 | $409K | Hold |
8,791
| – | – | 0.22% | 18 |
|
|
2015
Q1 | $386K | Hold |
8,791
| – | – | 0.21% | 18 |
|
|
2014
Q4 | $392K | Sell |
8,791
-5,021
| -36% | -$224K | 0.26% | 15 |
|
|
2014
Q3 | $636K | Hold |
13,812
| – | – | 0.45% | 16 |
|
|
2014
Q2 | $687K | Hold |
13,812
| – | – | 0.48% | 16 |
|
|
2014
Q1 | $726K | Buy |
+13,812
| New | +$726K | 0.54% | 17 |
|