Heritage Wealth Advisors’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	-88	Closed	-$23.3K	–	526
2024 Q1	$23.3K	Hold	88	–	–	﹤0.01%	386
2023 Q4	$20K	Hold	88	–	–	﹤0.01%	410
2023 Q3	$20.9K	Buy	+88	New	+$20.9K	﹤0.01%	377