Connectus Wealth’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,934
| Closed | -$1.35M | – | 453 |
|
|
2023
Q4 | $1.35M | Sell |
5,934
-122
| -2% | -$27.8K | 0.03% | 302 |
|
|
2023
Q3 | $1.44M | Buy |
6,056
+14
| +0.2% | +$3.33K | 0.03% | 287 |
|
|
2023
Q2 | $1.31M | Sell |
6,042
-464
| -7% | -$101K | 0.03% | 259 |
|
|
2023
Q1 | $1.32M | Buy |
6,506
+192
| +3% | +$38.9K | 0.03% | 262 |
|
|
2022
Q4 | $1.36M | Buy |
+6,314
| New | +$1.36M | 0.03% | 253 |
|