World 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $293K | Sell |
1,870
-138
| -7% | -$21.6K | 0.03% | 634 |
|
|
2021
Q2 | $271K | Sell |
2,008
-190
| -9% | -$25.6K | 0.02% | 714 |
|
|
2021
Q1 | $344K | Sell |
2,198
-143
| -6% | -$22.4K | 0.03% | 624 |
|
|
2020
Q4 | $244K | Buy |
+2,341
| New | +$244K | 0.02% | 735 |
|
|
2020
Q3 | – | Sell |
-2,563
| Closed | -$201K | – | 799 |
|
|
2020
Q2 | $201K | Buy |
+2,563
| New | +$201K | 0.02% | 709 |
|
|
2020
Q1 | – | Sell |
-3,344
| Closed | -$308K | – | 1008 |
|
|
2019
Q4 | $308K | Sell |
3,344
-518
| -13% | -$47.7K | 0.01% | 794 |
|
|
2019
Q3 | $316K | Buy |
3,862
+43
| +1% | +$3.52K | 0.02% | 813 |
|
|
2019
Q2 | $312K | Sell |
3,819
-115
| -3% | -$9.4K | 0.02% | 831 |
|
|
2019
Q1 | $274K | Buy |
3,934
+452
| +13% | +$31.5K | 0.01% | 888 |
|
|
2018
Q4 | $213K | Sell |
3,482
-237
| -6% | -$14.5K | 0.01% | 919 |
|
|
2018
Q3 | $240K | Sell |
3,719
-69
| -2% | -$4.45K | 0.01% | 1061 |
|
|
2018
Q2 | $248K | Sell |
3,788
-5
| -0.1% | -$327 | 0.01% | 1060 |
|
|
2018
Q1 | $232K | Sell |
3,793
-828
| -18% | -$50.6K | 0.01% | 1138 |
|
|
2017
Q4 | $264K | Sell |
4,621
-4
| -0.1% | -$229 | 0.01% | 1214 |
|
|
2017
Q3 | $239K | Buy |
+4,625
| New | +$239K | 0.01% | 1268 |
|
|
2013
Q4 | – | Sell |
-5,753
| Closed | -$220K | – | 1611 |
|
|
2013
Q3 | $220K | Buy |
+5,753
| New | +$220K | 0.01% | 1471 |
|