EI
Ellevest Inc’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
+906
| New | +$340K | 0.05% | 279 |
|
|
2023
Q2 | – | Sell |
-340
| Closed | -$68.8K | – | 1077 |
|
|
2023
Q1 | $68.8K | Buy |
340
+32
| +10% | +$6.48K | 0.01% | 526 |
|
|
2022
Q4 | $66.6K | Buy |
308
+85
| +38% | +$18.4K | 0.01% | 537 |
|
|
2022
Q3 | $49K | Sell |
223
-203
| -48% | -$44.6K | ﹤0.01% | 587 |
|
|
2022
Q2 | $79K | Buy |
426
+412
| +2,943% | +$76.4K | 0.01% | 463 |
|
|
2022
Q1 | $3K | Sell |
14
-84
| -86% | -$18K | ﹤0.01% | 1137 |
|
|
2021
Q4 | $16K | Buy |
98
+80
| +444% | +$13.1K | ﹤0.01% | 764 |
|
|
2021
Q3 | $3K | Sell |
18
-1
| -5% | -$167 | ﹤0.01% | 1067 |
|
|
2021
Q2 | $3K | Sell |
19
-27
| -59% | -$4.26K | ﹤0.01% | 974 |
|
|
2021
Q1 | $7K | Buy |
46
+40
| +667% | +$6.09K | ﹤0.01% | 841 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1235 |
|
|
2020
Q2 | $0 | Sell |
6
-5
| -45% | – | ﹤0.01% | 1252 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 919 |
|
|
2019
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 811 |
|