BMS Financial Advisors’s LPL Financial LPLA Stock Holding History

BMS Financial Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$405K	Sell
2023 Q1	$565K	Buy
2022 Q4	$581K	Sell
2022 Q3	$625K	Buy
2022 Q2	$331K	Buy