Moisand Fitzgerald Tamayo’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$1.01K | – | 770 |
|
|
2023
Q1 | $1.01K | Buy |
+5
| New | +$1.01K | ﹤0.01% | 684 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$1K | – | 815 |
|
|
2022
Q3 | $1K | Sell |
6
-23
| -79% | -$3.83K | ﹤0.01% | 616 |
|
|
2022
Q2 | $5K | Sell |
29
-9
| -24% | -$1.55K | ﹤0.01% | 323 |
|
|
2022
Q1 | $7K | Buy |
+38
| New | +$7K | ﹤0.01% | 218 |
|