Kore Private Wealth’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-47
| Closed | -$3K | – | 733 |
|
|
2020
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 881 |
|
|
2019
Q4 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 883 |
|
|
2019
Q2 | – | Sell |
-94
| Closed | -$7K | – | 550 |
|
|
2019
Q1 | $7K | Hold |
94
| – | – | ﹤0.01% | 703 |
|
|
2018
Q4 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 650 |
|