J.P. Morgan Private Wealth Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.27M | Buy |
+9,557
| New | +$2.27M | 0.01% | 696 |
|
|
2023
Q2 | – | Sell |
-41,106
| Closed | -$8.32M | – | 1717 |
|
|
2023
Q1 | $8.32M | Sell |
41,106
-1,573
| -4% | -$318K | 0.02% | 472 |
|
|
2022
Q4 | $9.23M | Buy |
42,679
+17,144
| +67% | +$3.71M | 0.02% | 434 |
|
|
2022
Q3 | $5.58M | Buy |
25,535
+3,898
| +18% | +$852K | 0.01% | 532 |
|
|
2022
Q2 | $3.99M | Buy |
21,637
+6,152
| +40% | +$1.14M | 0.01% | 637 |
|
|
2022
Q1 | $2.83M | Buy |
15,485
+6,629
| +75% | +$1.21M | 0.01% | 792 |
|
|
2021
Q4 | $1.42M | Buy |
8,856
+1,700
| +24% | +$272K | ﹤0.01% | 1073 |
|
|
2021
Q3 | $1.12M | Sell |
7,156
-2,173
| -23% | -$341K | ﹤0.01% | 1164 |
|
|
2021
Q2 | $1.26M | Buy |
9,329
+6,975
| +296% | +$941K | ﹤0.01% | 1091 |
|
|
2021
Q1 | $335K | Sell |
2,354
-106
| -4% | -$15.1K | ﹤0.01% | 1485 |
|
|
2020
Q4 | $256K | Sell |
2,460
-266
| -10% | -$27.7K | ﹤0.01% | 1560 |
|
|
2020
Q3 | $209K | Sell |
2,726
-625
| -19% | -$47.9K | ﹤0.01% | 1508 |
|
|
2020
Q2 | $263K | Sell |
3,351
-559
| -14% | -$43.9K | ﹤0.01% | 1362 |
|
|
2020
Q1 | $213K | Buy |
3,910
+271
| +7% | +$14.8K | ﹤0.01% | 1277 |
|
|
2019
Q4 | $336K | Buy |
3,639
+136
| +4% | +$12.6K | ﹤0.01% | 1189 |
|
|
2019
Q3 | $287K | Buy |
+3,503
| New | +$287K | ﹤0.01% | 1211 |
|