Graves Light Lenhart Wealth’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-674
| Closed | -$123K | – | 665 |
|
|
2022
Q1 | $123K | Hold |
674
| – | – | 0.02% | 231 |
|
|
2021
Q4 | $108K | Hold |
674
| – | – | 0.02% | 285 |
|
|
2021
Q3 | $106K | Hold |
674
| – | – | 0.02% | 265 |
|
|
2021
Q2 | $91K | Hold |
674
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $96K | Buy |
+674
| New | +$96K | 0.02% | 281 |
|