Blackhawk Capital Partners’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,375
Closed -$1.99M 95
2023
Q3
$1.99M Sell
8,375
-24
-0.3% -$5.7K 1.46% 25
2023
Q2
$1.83M Buy
8,399
+2,987
+55% +$649K 1.27% 31
2023
Q1
$1.1M Buy
+5,412
New +$1.1M 0.8% 52