LPL Financial’s Investar Holding Corp ISTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31,692
| Closed | -$384K | – | 4681 |
|
|
2023
Q2 | $384K | Hold |
31,692
| – | – | ﹤0.01% | 3625 |
|
|
2023
Q1 | $442K | Sell |
31,692
-350
| -1% | -$4.89K | ﹤0.01% | 3419 |
|
|
2022
Q4 | $690K | Sell |
32,042
-4,650
| -13% | -$100K | ﹤0.01% | 2960 |
|
|
2022
Q3 | $730K | Sell |
36,692
-12,865
| -26% | -$256K | ﹤0.01% | 2781 |
|
|
2022
Q2 | $1.09M | Sell |
49,557
-10,000
| -17% | -$219K | ﹤0.01% | 2515 |
|
|
2022
Q1 | $1.14M | Hold |
59,557
| – | – | ﹤0.01% | 2495 |
|
|
2021
Q4 | $1.1M | Buy |
+59,557
| New | +$1.1M | ﹤0.01% | 2566 |
|