Cambridge Trust’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 |
-21
| Closed | -$4.99K | – | 720 |
|
|
2023
Q3 | $4.99K | Buy |
+21
| New | +$4.99K | ﹤0.01% | 627 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$12K | – | 909 |
|
|
2022
Q1 | $12K | Sell |
63
-5
| -7% | -$952 | ﹤0.01% | 731 |
|
|
2021
Q4 | $11K | Buy |
+68
| New | +$11K | ﹤0.01% | 799 |
|