BFA
BMS Financial Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $405K | Sell |
1,863
-927
| -33% | -$202K | 0.26% | 68 |
|
|
2023
Q1 | $565K | Buy |
2,790
+100
| +4% | +$20.2K | 0.39% | 55 |
|
|
2022
Q4 | $581K | Sell |
2,690
-169
| -6% | -$36.5K | 0.39% | 46 |
|
|
2022
Q3 | $625K | Buy |
2,859
+1,067
| +60% | +$233K | 0.44% | 41 |
|
|
2022
Q2 | $331K | Buy |
+1,792
| New | +$331K | 0.22% | 77 |
|