M&G Investment Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,648
Closed -$2.73M 444
2022
Q4
$2.73M Buy
12,648
+11,410
+922% +$2.46M 0.01% 267
2022
Q3
$270 Buy
+1,238
New +$270 ﹤0.01% 386