Cary Street Partners Investment Advisory’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	-261	Closed	-$62.1K	–	1315
2023 Q3	$62.1K	Buy	261 +231	+770%	+$54.9K	﹤0.01%	808
2023 Q2	$6.55K	Hold	30	–	–	﹤0.01%	1342
2023 Q1	$6.09K	Hold	30	–	–	﹤0.01%	1276
2022 Q4	$6.49K	Buy	+30	New	+$6.49K	﹤0.01%	1260