WBI Investments’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,567
| Closed | -$3.22M | – | 226 |
|
|
2023
Q3 | $3.22M | Buy |
+13,567
| New | +$3.22M | 0.65% | 38 |
|
|
2020
Q1 | – | Sell |
-17,490
| Closed | -$1.61M | – | 157 |
|
|
2019
Q4 | $1.61M | Sell |
17,490
-103,824
| -86% | -$9.58M | 0.17% | 96 |
|
|
2019
Q3 | $9.94M | Buy |
121,314
+115,596
| +2,022% | +$9.47M | 0.94% | 23 |
|
|
2019
Q2 | $467K | Buy |
+5,718
| New | +$467K | 0.04% | 195 |
|
|
2017
Q4 | – | Sell |
-39,851
| Closed | -$2.06M | – | 340 |
|
|
2017
Q3 | $2.06M | Sell |
39,851
-696
| -2% | -$35.9K | 0.09% | 135 |
|
|
2017
Q2 | $1.72M | Buy |
40,547
+1,876
| +5% | +$79.7K | 0.07% | 172 |
|
|
2017
Q1 | $1.54M | Sell |
38,671
-689
| -2% | -$27.4K | 0.07% | 174 |
|
|
2016
Q4 | $1.39M | Buy |
+39,360
| New | +$1.39M | 0.06% | 186 |
|