Castleview 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
Q1
Sell
-33
Closed -$7.13K 695
2022
Q4
$7.13K Buy
+33
New +$7.13K 0.01% 410
2021
Q2
$8K Buy
+62
New +$8K ﹤0.01% 741