Liberty Wealth Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-177
Closed -$29K 703
2021
Q3
$29K Buy
177
+158
+832% +$25.9K 0.01% 551
2021
Q2
$3K Buy
+19
New +$3K ﹤0.01% 870