Mirabella Financial Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,132
| Closed | -$1.62M | – | 579 |
|
2024
Q1 | $1.62M | Buy |
+6,132
| New | +$1.62M | 0.12% | 138 |
|
2022
Q2 | – | Sell |
-4,735
| Closed | -$865K | – | 611 |
|
2022
Q1 | $865K | Buy |
+4,735
| New | +$865K | 0.1% | 179 |
|
2021
Q1 | – | Sell |
-13,391
| Closed | -$1.4M | – | 357 |
|
2020
Q4 | $1.4M | Buy |
+13,391
| New | +$1.4M | 0.17% | 121 |
|