CreativeOne Wealth’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,788
| Closed | -$606K | – | 719 |
|
|
2023
Q2 | $606K | Buy |
2,788
+569
| +26% | +$124K | 0.03% | 444 |
|
|
2023
Q1 | $449K | Sell |
2,219
-29
| -1% | -$5.87K | 0.02% | 498 |
|
|
2022
Q4 | $486K | Sell |
2,248
-156
| -6% | -$33.7K | 0.03% | 439 |
|
|
2022
Q3 | $525K | Buy |
+2,404
| New | +$525K | 0.03% | 390 |
|