Duality Advisers’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,523
| Closed | -$2.03M | – | 667 |
|
|
2023
Q3 | $2.03M | Buy |
+8,523
| New | +$2.03M | 0.25% | 155 |
|
|
2023
Q2 | – | Sell |
-5,989
| Closed | -$1.21M | – | 645 |
|
|
2023
Q1 | $1.21M | Sell |
5,989
-7,094
| -54% | -$1.44M | 0.14% | 260 |
|
|
2022
Q4 | $2.83M | Buy |
+13,083
| New | +$2.83M | 0.32% | 90 |
|