JFS Wealth Advisors’s LG Display LPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66K | Sell |
486
-833
| -63% | -$2.85K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $4.1K | Hold |
1,319
| – | – | ﹤0.01% | 1201 |
|
|
2024
Q4 | $4.05K | Buy |
1,319
+201
| +18% | +$617 | ﹤0.01% | 1203 |
|
|
2024
Q3 | $4.53K | Buy |
1,118
+369
| +49% | +$1.49K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $3.09K | Sell |
749
-135
| -15% | -$556 | ﹤0.01% | 1260 |
|
|
2024
Q1 | $3.63K | Sell |
884
-60
| -6% | -$246 | ﹤0.01% | 1223 |
|
|
2023
Q4 | $4.55K | Sell |
944
-105
| -10% | -$506 | ﹤0.01% | 1099 |
|
|
2023
Q3 | $5.12K | Sell |
1,049
-346
| -25% | -$1.69K | ﹤0.01% | 987 |
|
|
2023
Q2 | $8.45K | Hold |
1,395
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $8.9K | Sell |
1,395
-50
| -3% | -$319 | ﹤0.01% | 751 |
|
|
2022
Q4 | $7.17K | Buy |
+1,445
| New | +$7.17K | ﹤0.01% | 841 |
|
|
2022
Q3 | – | Sell |
-439
| Closed | -$2K | – | 1843 |
|
|
2022
Q2 | $2K | Sell |
439
-503
| -53% | -$2.29K | ﹤0.01% | 1341 |
|
|
2022
Q1 | $8K | Buy |
942
+627
| +199% | +$5.33K | ﹤0.01% | 872 |
|
|
2021
Q4 | $3K | Buy |
+315
| New | +$3K | ﹤0.01% | 959 |
|