AdvisorShares Investments’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 |
-1,900
| Closed | -$502K | – | 298 |
|
|
2024
Q1 | $502K | Buy |
+1,900
| New | +$502K | 0.08% | 133 |
|
|
2023
Q3 | – | Sell |
-1,978
| Closed | -$430K | – | 267 |
|
|
2023
Q2 | $430K | Buy |
+1,978
| New | +$430K | 0.12% | 101 |
|
|
2022
Q2 | – | Sell |
-5,043
| Closed | -$921K | – | 258 |
|
|
2022
Q1 | $921K | Buy |
+5,043
| New | +$921K | 0.15% | 67 |
|