Harvest Investment Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,961
| Closed | -$1M | – | 176 |
|
|
2023
Q1 | $1M | Buy |
4,961
+2,331
| +89% | +$472K | 0.78% | 43 |
|
|
2022
Q4 | $569K | Buy |
2,630
+1,143
| +77% | +$247K | 0.61% | 57 |
|
|
2022
Q3 | $324K | Sell |
1,487
-1,171
| -44% | -$255K | 0.4% | 80 |
|
|
2022
Q2 | $490K | Buy |
2,658
+427
| +19% | +$78.7K | 0.38% | 71 |
|
|
2022
Q1 | $407K | Buy |
+2,231
| New | +$407K | 0.24% | 113 |
|