JP Morgan Private Wealth Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.27M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.32M | Sell |
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|
2022
Q4 | $9.23M | Buy |
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|
2022
Q3 | $5.58M | Buy |
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|
2022
Q2 | $3.99M | Buy |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $213K | Buy |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $287K | Buy |
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