Valeo Financial Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-68
| Closed | -$10K | – | 1164 |
|
|
2021
Q1 | $10K | Hold |
68
| – | – | ﹤0.01% | 1278 |
|
|
2020
Q4 | $7K | Hold |
68
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q3 | $5K | Buy |
68
+43
| +172% | +$3.16K | ﹤0.01% | 1214 |
|
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1690 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1621 |
|
|
2019
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q2 | $2K | Sell |
25
-25
| -50% | -$2K | ﹤0.01% | 1406 |
|
|
2019
Q1 | $3K | Buy |
50
+25
| +100% | +$1.5K | ﹤0.01% | 1282 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1284 |
|
|
2018
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1471 |
|