ZDA
Zweig-DiMenna Associates’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-216,275
| Closed | -$13.2M | – | 122 |
|
|
2018
Q4 | $13.2M | Sell |
216,275
-33,620
| -13% | -$2.05M | 1.31% | 20 |
|
|
2018
Q3 | $16.1M | Buy |
249,895
+33,620
| +16% | +$2.17M | 1.34% | 21 |
|
|
2018
Q2 | $14.2M | Sell |
216,275
-79,290
| -27% | -$5.2M | 0.87% | 34 |
|
|
2018
Q1 | $18.1M | Sell |
295,565
-45,687
| -13% | -$2.79M | 1.6% | 16 |
|
|
2017
Q4 | $19.5M | Sell |
341,252
-51,417
| -13% | -$2.94M | 2.12% | 8 |
|
|
2017
Q3 | $20.3M | Buy |
+392,669
| New | +$20.3M | 1.81% | 17 |
|
|
2017
Q1 | – | Sell |
-7,200
| Closed | -$254K | – | 206 |
|
|
2016
Q4 | $254K | Buy |
+7,200
| New | +$254K | 0.02% | 170 |
|