GoalVest Advisory’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23	Closed	-$6.08K	–	374
2024 Q1	$6.08K	Hold	23	–	–	﹤0.01%	336
2023 Q4	$5.24K	Sell	23 -57	-71%	-$13K	﹤0.01%	285
2023 Q3	$19K	Buy	80 +25	+45%	+$5.94K	0.01%	223
2023 Q2	$12K	Buy	+55	New	+$12K	0.01%	238