GWSA
Global Wealth Strategies & Associates’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44
| Closed | -$14.4K | – | 429 |
|
|
2025
Q1 | $14.4K | Hold |
44
| – | – | ﹤0.01% | 211 |
|
|
2024
Q4 | $14.4K | Hold |
44
| – | – | ﹤0.01% | 195 |
|
|
2024
Q3 | $10.2K | Hold |
44
| – | – | ﹤0.01% | 194 |
|
|
2024
Q2 | $12.3K | Hold |
44
| – | – | ﹤0.01% | 160 |
|
|
2024
Q1 | $11.6K | Hold |
44
| – | – | ﹤0.01% | 169 |
|
|
2023
Q4 | $10K | Hold |
44
| – | – | ﹤0.01% | 168 |
|
|
2023
Q3 | $10.5K | Buy |
+44
| New | +$10.5K | ﹤0.01% | 158 |
|