DPW
DiNuzzo Private Wealth’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38K | Hold |
17
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $5.56K | Sell |
17
-1
| -6% | -$327 | ﹤0.01% | 338 |
|
|
2024
Q4 | $5.88K | Hold |
18
| – | – | ﹤0.01% | 319 |
|
|
2024
Q3 | $4.19K | Sell |
18
-1
| -5% | -$233 | ﹤0.01% | 396 |
|
|
2024
Q2 | $5.31K | Buy |
19
+3
| +19% | +$838 | ﹤0.01% | 275 |
|
|
2024
Q1 | $4.23K | Hold |
16
| – | – | ﹤0.01% | 278 |
|
|
2023
Q4 | $3.64K | Buy |
+16
| New | +$3.64K | ﹤0.01% | 288 |
|