Wealthspire Advisors (Maryland)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-287
| Closed | -$20K | – | 1354 |
|
|
2019
Q1 | $20K | Sell |
287
-191
| -40% | -$13.3K | ﹤0.01% | 1276 |
|
|
2018
Q4 | $29K | Sell |
478
-573
| -55% | -$34.8K | ﹤0.01% | 1071 |
|
|
2018
Q3 | $68K | Sell |
1,051
-482
| -31% | -$31.2K | 0.01% | 846 |
|
|
2018
Q2 | $100K | Buy |
1,533
+677
| +79% | +$44.2K | 0.01% | 707 |
|
|
2018
Q1 | $52K | Hold |
856
| – | – | ﹤0.01% | 965 |
|
|
2017
Q4 | $49K | Sell |
856
-27
| -3% | -$1.55K | ﹤0.01% | 1021 |
|
|
2017
Q3 | $46K | Buy |
883
+841
| +2,002% | +$43.8K | 0.01% | 1011 |
|
|
2017
Q2 | $2K | Buy |
42
+4
| +11% | +$190 | ﹤0.01% | 1990 |
|
|
2017
Q1 | $2K | Buy |
38
+17
| +81% | +$895 | ﹤0.01% | 1697 |
|
|
2016
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1655 |
|
|
2016
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1644 |
|