Wedge Capital Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,570
| Closed | -$287K | – | 430 |
|
|
2022
Q1 | $287K | Sell |
1,570
-159
| -9% | -$29.1K | ﹤0.01% | 364 |
|
|
2021
Q4 | $277K | Sell |
1,729
-13
| -0.7% | -$2.08K | ﹤0.01% | 357 |
|
|
2021
Q3 | $273K | Sell |
1,742
-347
| -17% | -$54.4K | ﹤0.01% | 352 |
|
|
2021
Q2 | $282K | Sell |
2,089
-409
| -16% | -$55.2K | ﹤0.01% | 353 |
|
|
2021
Q1 | $355K | Sell |
2,498
-1,397
| -36% | -$199K | ﹤0.01% | 415 |
|
|
2020
Q4 | $406K | Sell |
3,895
-355
| -8% | -$37K | ﹤0.01% | 427 |
|
|
2020
Q3 | $326K | Buy |
+4,250
| New | +$326K | ﹤0.01% | 434 |
|