Tyers Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $533K | Buy |
6,512
+992
| +18% | +$81.2K | 0.02% | 458 |
|
|
2019
Q2 | $450K | Sell |
5,520
-12,320
| -69% | -$1M | 0.02% | 510 |
|
|
2019
Q1 | $1.24M | Sell |
17,840
-19,440
| -52% | -$1.35M | 0.04% | 280 |
|
|
2018
Q4 | $2.28M | Sell |
37,280
-8,544
| -19% | -$522K | 0.09% | 185 |
|
|
2018
Q3 | $2.96M | Buy |
45,824
+12,240
| +36% | +$790K | 0.1% | 176 |
|
|
2018
Q2 | $2.2M | Buy |
33,584
+6,336
| +23% | +$415K | 0.08% | 204 |
|
|
2018
Q1 | $1.66M | Buy |
27,248
+12,096
| +80% | +$739K | 0.06% | 225 |
|
|
2017
Q4 | $866K | Sell |
15,152
-1,200
| -7% | -$68.6K | 0.03% | 305 |
|
|
2017
Q3 | $843K | Buy |
16,352
+6,144
| +60% | +$317K | 0.03% | 298 |
|
|
2017
Q2 | $433K | Buy |
10,208
+6,736
| +194% | +$286K | 0.02% | 440 |
|
|
2017
Q1 | $138K | Buy |
+3,472
| New | +$138K | 0.01% | 597 |
|