Xact Kapitalforvaltning’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $788K | Hold |
14,481
| – | – | 0.02% | 580 |
|
|
2019
Q4 | $1.34M | Hold |
14,481
| – | – | 0.02% | 521 |
|
|
2019
Q3 | $1.19M | Hold |
14,481
| – | – | 0.02% | 514 |
|
|
2019
Q2 | $1.18M | Hold |
14,481
| – | – | 0.02% | 516 |
|
|
2019
Q1 | $1.01M | Hold |
14,481
| – | – | 0.02% | 582 |
|
|
2018
Q4 | $884K | Buy |
14,481
+1,500
| +12% | +$91.6K | 0.02% | 587 |
|
|
2018
Q3 | $837K | Buy |
12,981
+600
| +5% | +$38.7K | 0.02% | 665 |
|
|
2018
Q2 | $811K | Buy |
12,381
+2,500
| +25% | +$164K | 0.02% | 662 |
|
|
2018
Q1 | $603K | Buy |
9,881
+2,600
| +36% | +$159K | 0.01% | 733 |
|
|
2017
Q4 | $416K | Buy |
+7,281
| New | +$416K | 0.01% | 747 |
|