Legacy Wealth Planning’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$415K Buy
2022
Q2
$347K Hold
2022
Q1
$344K Buy
2021
Q4
$261K Buy
2021
Q3
$224K Buy