LPL Financial
HSA

LPL Financial’s HELIOS STRATEGIC INCOME FD, INC HSA Stock Holding History

LPL Financial’s Portfolio HSA Stock Details HSA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
2014
Q1 		$87K Hold
2013
Q4 		$85K Sell
2013
Q3 		$87K Sell
2013
Q2 		$103K Buy