Foster & Motley’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
-1,229
Closed -$292K 389
2023
Q3
$292K Sell
1,229
-46
-4% -$10.9K 0.02% 324
2023
Q2
$277K Buy
+1,275
New +$277K 0.02% 343