Wilbanks Smith & Thomas Asset Management’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
Sell
-750
Closed -$48K 895
2018
Q3
$48K Buy
+750
New +$48K ﹤0.01% 692
2016
Q4
Sell
-27,375
Closed -$819K 324
2016
Q3
$819K Buy
27,375
+1,200
+5% +$35.9K 0.08% 136
2016
Q2
$590K Buy
+26,175
New +$590K 0.06% 158