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Bartlett & Co Wealth Management’s LPL Financial LPLA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12
Closed -$2.59K – 1084
2022
Q4 		$2.59K Hold
12
– – ﹤0.01% 995
2022
Q3 		$2.62K Hold
12
– – ﹤0.01% 1018
2022
Q2 		$2.21K Buy
+12
New +$2.21K ﹤0.01% 1168