Twin Capital Management’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 |
-29,213
| Closed | -$2.29M | – | 290 |
|
2020
Q2 | $2.29M | Buy |
29,213
+550
| +2% | +$43.1K | 0.22% | 144 |
|
2020
Q1 | $1.56M | Sell |
28,663
-500
| -2% | -$27.2K | 0.17% | 158 |
|
2019
Q4 | $2.69M | Sell |
29,163
-13,240
| -31% | -$1.22M | 0.23% | 138 |
|
2019
Q3 | $3.47M | Sell |
42,403
-4,247
| -9% | -$348K | 0.25% | 133 |
|
2019
Q2 | $3.81M | Buy |
+46,650
| New | +$3.81M | 0.26% | 132 |
|