Monument Capital Management’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 |
-9,409
| Closed | -$2.63M | – | 205 |
|
|
2024
Q2 | $2.63M | Buy |
9,409
+255
| +3% | +$71.2K | 0.77% | 46 |
|
|
2024
Q1 | $2.42M | Buy |
9,154
+589
| +7% | +$156K | 0.7% | 60 |
|
|
2023
Q4 | $1.95M | Buy |
+8,565
| New | +$1.95M | 0.63% | 55 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$1K | – | 227 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 288 |
|