WFG Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $21K | Sell |
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|
2017
Q1 | $85K | Sell |
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|
2016
Q4 | $114K | Sell |
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|
2016
Q3 | $215K | Buy |
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|
2016
Q2 | $130K | Buy |
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|
2016
Q1 | $88K | Buy |
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|
2015
Q4 | $108K | Buy |
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|
2015
Q3 | $85K | Sell |
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|
2015
Q2 | $112K | Buy |
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|
2015
Q1 | $99K | Hold |
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|
2014
Q4 | $101K | Buy |
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|
2014
Q3 | $96K | Buy |
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|
2014
Q2 | $40K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $7K | Buy |
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