LPL Financial’s CISO Global CISO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,000
| Closed | -$6.1K | – | 4855 |
|
|
2023
Q4 | $6.1K | Hold |
4,000
| – | – | ﹤0.01% | 4706 |
|
|
2023
Q3 | $8.4K | Buy |
4,000
+2,000
| +100% | +$4.2K | ﹤0.01% | 4592 |
|
|
2023
Q2 | $5.34K | Buy |
2,000
+333
| +20% | +$889 | ﹤0.01% | 4523 |
|
|
2023
Q1 | $8.45K | Buy |
+1,667
| New | +$8.45K | ﹤0.01% | 4430 |
|
|
2022
Q3 | – | Sell |
-12,223
| Closed | -$660K | – | 4395 |
|
|
2022
Q2 | $660K | Buy |
+12,223
| New | +$660K | ﹤0.01% | 2934 |
|