MJP Associates’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,522
| Closed | -$425K | – | 236 |
|
|
2024
Q2 | $425K | Buy |
1,522
+77
| +5% | +$21.5K | 0.09% | 129 |
|
|
2024
Q1 | $382K | Buy |
1,445
+309
| +27% | +$81.6K | 0.08% | 136 |
|
|
2023
Q4 | $259K | Sell |
1,136
-26
| -2% | -$5.92K | 0.07% | 142 |
|
|
2023
Q3 | $276K | Buy |
1,162
+164
| +16% | +$39K | 0.08% | 113 |
|
|
2023
Q2 | $217K | Buy |
+998
| New | +$217K | 0.07% | 142 |
|
|
2022
Q4 | – | Sell |
-1,010
| Closed | -$221K | – | 141 |
|
|
2022
Q3 | $221K | Buy |
+1,010
| New | +$221K | 0.07% | 113 |
|