WealthTrust-Arizona’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 700 |
|
|
2018
Q3 | $0 | Buy |
8
+2
| +33% | – | ﹤0.01% | 709 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 691 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 671 |
|
|
2017
Q4 | $0 | Sell |
6
-70
| -92% | – | ﹤0.01% | 665 |
|
|
2017
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 522 |
|
|
2017
Q2 | $3K | Sell |
76
-49
| -39% | -$1.93K | ﹤0.01% | 535 |
|
|
2017
Q1 | $5K | Buy |
125
+1
| +0.8% | +$40 | ﹤0.01% | 470 |
|
|
2016
Q4 | $4K | Sell |
124
-49
| -28% | -$1.58K | ﹤0.01% | 495 |
|
|
2016
Q3 | $5K | Sell |
173
-29
| -14% | -$838 | ﹤0.01% | 477 |
|
|
2016
Q2 | $5K | Buy |
202
+2
| +1% | +$50 | ﹤0.01% | 464 |
|
|
2016
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 459 |
|
|
2015
Q4 | – | Sell |
-252
| Closed | -$10K | – | 598 |
|
|
2015
Q3 | $10K | Buy |
252
+1
| +0.4% | +$40 | 0.01% | 371 |
|
|
2015
Q2 | $12K | Sell |
251
-39
| -13% | -$1.87K | 0.01% | 370 |
|
|
2015
Q1 | $13K | Sell |
290
-17
| -6% | -$762 | 0.01% | 367 |
|
|
2014
Q4 | $14K | Sell |
307
-59
| -16% | -$2.69K | 0.01% | 354 |
|
|
2014
Q3 | $17K | Buy |
366
+139
| +61% | +$6.46K | 0.02% | 310 |
|
|
2014
Q2 | $11K | Buy |
+227
| New | +$11K | 0.01% | 398 |
|