Lee Capital Holdings’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-7,415	Closed	-$1.05M	–	71
2021 Q1	$1.05M	Buy	+7,415	New	+$1.05M	0.47%	59
2020 Q2	–	Sell	-15,190	Closed	-$827K	–	54
2020 Q1	$827K	Buy	+15,190	New	+$827K	0.68%	41