CSat Investment Advisory’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$791K Sell
2020
Q3
$722K Buy
2020
Q2
$17K Sell
2020
Q1
$17K Buy
2019
Q4
$24K Buy
2019
Q3
$19K Buy
2019
Q2
$15K Buy