KWM

Kolinsky Wealth Management’s LPL Financial LPLA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$212K	Buy	+650	New	+$212K	0.13%	161
2024 Q3	–	Sell	-791	Closed	-$221K	–	182
2024 Q2	$221K	Buy	+791	New	+$221K	0.16%	138