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Atlas Private Wealth Advisors’s LPL Financial LPLA Stock Holding History

Atlas Private Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-178
Closed -$28K – 466
2021
Q3 		$28K Hold
178
– – 0.01% 300
2021
Q2 		$24K Hold
178
– – 0.01% 338
2021
Q1 		$25K Buy
178
+1
+0.6% +$128 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 +$11.8K 0.01% 362

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