AFA
Abacus FCF Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,393
| Closed | -$484K | – | 146 |
|
|
2023
Q1 | $484K | Sell |
2,393
-1,750
| -42% | -$354K | 0.26% | 129 |
|
|
2022
Q4 | $896K | Sell |
4,143
-2,142
| -34% | -$463K | 0.58% | 71 |
|
|
2022
Q3 | $1.37M | Sell |
6,285
-1,534
| -20% | -$335K | 0.95% | 23 |
|
|
2022
Q2 | $1.44M | Sell |
7,819
-318
| -4% | -$58.6K | 0.88% | 33 |
|
|
2022
Q1 | $1.49M | Buy |
8,137
+208
| +3% | +$38K | 0.5% | 74 |
|
|
2021
Q4 | $1.27M | Hold |
7,929
| – | – | 0.62% | 72 |
|
|
2021
Q3 | $1.23M | Buy |
7,929
+3,634
| +85% | +$566K | 0.6% | 71 |
|
|
2021
Q2 | $612K | Sell |
4,295
-319
| -7% | -$45.5K | 0.31% | 130 |
|
|
2021
Q1 | $653K | Buy |
+4,614
| New | +$653K | 0.33% | 115 |
|
|
2020
Q1 | – | Sell |
-16,324
| Closed | -$1.51M | – | 97 |
|
|
2019
Q4 | $1.51M | Sell |
16,324
-378
| -2% | -$35K | 1.19% | 14 |
|
|
2019
Q3 | $1.37M | Buy |
16,702
+41
| +0.2% | +$3.36K | 1.13% | 24 |
|
|
2019
Q2 | $1.36M | Sell |
16,661
-1,890
| -10% | -$154K | 1.11% | 25 |
|
|
2019
Q1 | $1.29M | Buy |
18,551
+882
| +5% | +$61.4K | 1% | 55 |
|
|
2018
Q4 | $1.08M | Buy |
+17,669
| New | +$1.08M | 0.99% | 64 |
|