CYG
Clean Yield Group’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63
| Closed | -$14.3K | – | 390 |
|
|
2023
Q4 | $14.3K | Hold |
63
| – | – | 0.01% | 299 |
|
|
2023
Q3 | $14.7K | Hold |
63
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $13.7K | Hold |
63
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $12.8K | Hold |
63
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $13.6K | Sell |
63
-12
| -16% | -$2.59K | 0.01% | 319 |
|
|
2022
Q3 | $16K | Buy |
75
+12
| +19% | +$2.56K | 0.01% | 297 |
|
|
2022
Q2 | $12K | Hold |
63
| – | – | 0.01% | 324 |
|
|
2022
Q1 | $12K | Buy |
+63
| New | +$12K | ﹤0.01% | 348 |
|