ICA Group Wealth Management’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 |
-359
| Closed | -$94.8K | – | 1088 |
|
|
2024
Q1 | $94.8K | Sell |
359
-30
| -8% | -$7.93K | 0.02% | 408 |
|
|
2023
Q4 | $88.5K | Buy |
+389
| New | +$88.5K | 0.02% | 379 |
|
|
2023
Q3 | – | Sell |
-374
| Closed | -$81.3K | – | 771 |
|
|
2023
Q2 | $81.3K | Buy |
374
+42
| +13% | +$9.13K | 0.02% | 377 |
|
|
2023
Q1 | $67.2K | Buy |
332
+8
| +2% | +$1.62K | 0.02% | 421 |
|
|
2022
Q4 | $70K | Sell |
324
-1,451
| -82% | -$314K | 0.02% | 437 |
|
|
2022
Q3 | $388K | Sell |
1,775
-24
| -1% | -$5.25K | 0.08% | 218 |
|
|
2022
Q2 | $404K | Buy |
1,799
+477
| +36% | +$107K | 0.08% | 224 |
|
|
2022
Q1 | $263K | Buy |
+1,322
| New | +$263K | 0.05% | 308 |
|