LWP
Legacy Wealth Planning’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $415K | Buy |
1,901
+20
| +1% | +$4.37K | 0.69% | 34 |
|
|
2022
Q2 | $347K | Hold |
1,881
| – | – | 0.5% | 45 |
|
|
2022
Q1 | $344K | Buy |
1,881
+250
| +15% | +$45.7K | 0.41% | 51 |
|
|
2021
Q4 | $261K | Buy |
1,631
+200
| +14% | +$32K | 0.3% | 71 |
|
|
2021
Q3 | $224K | Buy |
+1,431
| New | +$224K | 0.25% | 86 |
|