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CWS Financial Advisors’s LPL Financial LPLA Stock Holding History

CWS Financial Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-282
Closed -$67K – 160
2023
Q3 		$67K Buy
+282
New +$67K 0.03% 164