NewSquare Capital’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-545	Closed	-$124K	–	498
2023 Q4	$124K	Hold	545	–	–	0.01%	158
2023 Q3	$130K	Hold	545	–	–	0.01%	156
2023 Q2	$118K	Hold	545	–	–	0.01%	167
2023 Q1	$110K	Buy	+545	New	+$110K	0.01%	165