Crewe Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-129
| Closed | -$36K | – | 872 |
|
|
2024
Q2 | $36K | Buy |
129
+101
| +361% | +$28.2K | ﹤0.01% | 429 |
|
|
2024
Q1 | $7.4K | Buy |
+28
| New | +$7.4K | ﹤0.01% | 666 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$218 | – | 777 |
|
|
2023
Q2 | $218 | Buy |
+1
| New | +$218 | ﹤0.01% | 706 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$5K | – | 1168 |
|
|
2022
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 852 |
|
|
2022
Q2 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 765 |
|