World Asset Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $308K | Sell |
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|
2019
Q3 | $316K | Buy |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $274K | Buy |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $248K | Sell |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $264K | Sell |
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|
2017
Q3 | $239K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $220K | Buy |
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