Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $560K | Buy |
2,577
+85
| +3% | +$18.5K | 0.13% | 172 |
|
|
2023
Q1 | $504K | Sell |
2,492
-3
| -0.1% | -$607 | 0.13% | 190 |
|
|
2022
Q4 | $539K | Sell |
2,495
-970
| -28% | -$210K | 0.16% | 149 |
|
|
2022
Q3 | $757K | Buy |
3,465
+69
| +2% | +$15.1K | 0.24% | 98 |
|
|
2022
Q2 | $626K | Sell |
3,396
-52
| -2% | -$9.59K | 0.17% | 126 |
|
|
2022
Q1 | $630K | Buy |
3,448
+30
| +0.9% | +$5.48K | 0.14% | 151 |
|
|
2021
Q4 | $547K | Buy |
3,418
+1,491
| +77% | +$239K | 0.12% | 171 |
|
|
2021
Q3 | $302K | Sell |
1,927
-280
| -13% | -$43.9K | 0.07% | 229 |
|
|
2021
Q2 | $298K | Buy |
2,207
+396
| +22% | +$53.5K | 0.06% | 236 |
|
|
2021
Q1 | $257K | Buy |
+1,811
| New | +$257K | 0.06% | 233 |
|