UBS’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $266K | Sell |
5,783
-15
| -0.3% | -$690 | ﹤0.01% | 3565 |
|
|
2014
Q2 | $288K | Sell |
5,798
-11,146
| -66% | -$554K | ﹤0.01% | 3516 |
|
|
2014
Q1 | $890K | Buy |
16,944
+15,452
| +1,036% | +$812K | ﹤0.01% | 2721 |
|
|
2013
Q4 | $71K | Buy |
1,492
+574
| +63% | +$27.3K | ﹤0.01% | 4274 |
|
|
2013
Q3 | $35K | Sell |
918
-3,878
| -81% | -$148K | ﹤0.01% | 4655 |
|
|
2013
Q2 | $181K | Buy |
+4,796
| New | +$181K | ﹤0.01% | 3475 |
|