BMD
Better Money Decisions’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-179
| Closed | -$33K | – | 268 |
|
|
2022
Q2 | $33K | Buy |
+179
| New | +$33K | 0.03% | 173 |
|
|
2021
Q4 | – | Sell |
-179
| Closed | -$28K | – | 353 |
|
|
2021
Q3 | $28K | Hold |
179
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $24K | Hold |
179
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $25K | Buy |
+179
| New | +$25K | 0.03% | 197 |
|