AUA Capital 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 |
-19
| Closed | -$4.11K | – | 227 |
|
|
2022
Q4 | $4.11K | Sell |
19
-5
| -21% | -$1.08K | ﹤0.01% | 197 |
|
|
2022
Q3 | $5K | Sell |
24
-6
| -20% | -$1.25K | ﹤0.01% | 196 |
|
|
2022
Q2 | $6K | Sell |
30
-1
| -3% | -$200 | ﹤0.01% | 192 |
|
|
2022
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 198 |
|
|
2021
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 199 |
|
|
2021
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 193 |
|
|
2021
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 212 |
|
|
2021
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 222 |
|
|
2020
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 229 |
|
|
2020
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 239 |
|