Asahi Life Asset Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,395
Closed -$302K 231
2022
Q4
$302K Buy
1,395
+20
+1% +$4.32K 0.1% 146
2022
Q3
$300K Buy
1,375
+515
+60% +$112K 0.09% 110
2022
Q2
$159K Buy
+860
New +$159K 0.04% 181