Janiczek 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 | $44.7K | Sell |
160
-63
| -28% | -$17.6K | 0.01% | 420 |
|
|
2024
Q1 | $58.9K | Buy |
223
+12
| +6% | +$3.17K | 0.01% | 381 |
|
|
2023
Q4 | $48K | Sell |
211
-25
| -11% | -$5.69K | 0.01% | 392 |
|
|
2023
Q3 | $56.1K | Buy |
236
+100
| +74% | +$23.8K | 0.01% | 347 |
|
|
2023
Q2 | $29.6K | Buy |
136
+99
| +268% | +$21.5K | 0.01% | 399 |
|
|
2023
Q1 | $7.51K | Buy |
37
+36
| +3,600% | +$7.31K | ﹤0.01% | 618 |
|
|
2022
Q4 | $227 | Buy |
+1
| New | +$227 | ﹤0.01% | 980 |
|