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Kula Investments’s LPL Financial LPLA Stock Holding History

Kula Investments’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$687K Buy
3,393
+1,749
+106% +$354K 0.17% 221
2022
Q4 		$355K Buy
+1,644
New +$355K 0.1% 322