Atlas Private Wealth Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-178
| Closed | -$28K | – | 472 |
|
|
2021
Q3 | $28K | Hold |
178
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $24K | Hold |
178
| – | – | 0.01% | 338 |
|
|
2021
Q1 | $25K | Buy |
178
+1
| +0.6% | +$140 | 0.01% | 329 |
|
|
2020
Q4 | $18K | Hold |
177
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $14K | Buy |
177
+1
| +0.6% | +$79 | 0.01% | 355 |
|
|
2020
Q2 | $14K | Buy |
+176
| New | +$14K | 0.01% | 362 |
|