Lenox Wealth Advisors’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-7
Closed -$1K 897
2021
Q4
$1K Buy
+7
New +$1K ﹤0.01% 868
2014
Q1
Sell
-36
Closed -$2K 278
2013
Q4
$2K Buy
+36
New +$2K ﹤0.01% 315