WFG Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $21K | Sell |
500
-1,625
| -76% | -$68.3K | ﹤0.01% | 944 |
|
|
2017
Q1 | $85K | Sell |
2,125
-1,125
| -35% | -$45K | 0.02% | 527 |
|
|
2016
Q4 | $114K | Sell |
3,250
-3,947
| -55% | -$138K | 0.03% | 493 |
|
|
2016
Q3 | $215K | Buy |
7,197
+1,439
| +25% | +$43K | 0.05% | 356 |
|
|
2016
Q2 | $130K | Buy |
5,758
+2,226
| +63% | +$50.3K | 0.03% | 438 |
|
|
2016
Q1 | $88K | Buy |
3,532
+989
| +39% | +$24.6K | 0.03% | 505 |
|
|
2015
Q4 | $108K | Buy |
2,543
+407
| +19% | +$17.3K | 0.03% | 451 |
|
|
2015
Q3 | $85K | Sell |
2,136
-266
| -11% | -$10.6K | 0.03% | 489 |
|
|
2015
Q2 | $112K | Buy |
2,402
+137
| +6% | +$6.39K | 0.03% | 506 |
|
|
2015
Q1 | $99K | Hold |
2,265
| – | – | 0.03% | 539 |
|
|
2014
Q4 | $101K | Buy |
2,265
+171
| +8% | +$7.63K | 0.02% | 631 |
|
|
2014
Q3 | $96K | Buy |
2,094
+1,286
| +159% | +$59K | 0.02% | 682 |
|
|
2014
Q2 | $40K | Buy |
+808
| New | +$40K | 0.01% | 997 |
|
|
2013
Q3 | – | Sell |
-185
| Closed | -$7K | – | 2205 |
|
|
2013
Q2 | $7K | Buy |
+185
| New | +$7K | ﹤0.01% | 1570 |
|