Disciplined Investments’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 |
-16
| Closed | -$3.48K | – | 921 |
|
|
2023
Q2 | $3.48K | Sell |
16
-1
| -6% | -$217 | ﹤0.01% | 487 |
|
|
2023
Q1 | $3.44K | Hold |
17
| – | – | ﹤0.01% | 495 |
|
|
2022
Q4 | $3.68K | Sell |
17
-3
| -15% | -$649 | ﹤0.01% | 447 |
|
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 463 |
|
|
2022
Q2 | $4K | Buy |
20
+4
| +25% | +$800 | ﹤0.01% | 486 |
|
|
2022
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 588 |
|