Algert Global’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,875
| Closed | -$582K | – | 1182 |
|
|
2023
Q1 | $582K | Sell |
2,875
-341
| -11% | -$69K | 0.03% | 785 |
|
|
2022
Q4 | $695K | Buy |
+3,216
| New | +$695K | 0.04% | 705 |
|
|
2022
Q2 | – | Sell |
-18,364
| Closed | -$3.36M | – | 1310 |
|
|
2022
Q1 | $3.36M | Buy |
18,364
+6,640
| +57% | +$1.21M | 0.22% | 95 |
|
|
2021
Q4 | $1.88M | Buy |
11,724
+84
| +0.7% | +$13.4K | 0.23% | 94 |
|
|
2021
Q3 | $1.83M | Buy |
+11,640
| New | +$1.83M | 0.24% | 72 |
|