Abound Wealth Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4
Closed -$1.06K 1254
2024
Q1
$1.06K Hold
4
﹤0.01% 771
2023
Q4
$915 Hold
4
﹤0.01% 796
2023
Q3
$954 Hold
4
﹤0.01% 714
2023
Q2
$872 Buy
+4
New +$872 ﹤0.01% 750