Northstar Wealth Partners’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,886
Closed -$226K 174
2020
Q2
$226K Buy
+2,886
New +$226K 0.09% 155
2020
Q1
Sell
-2,886
Closed -$266K 173
2019
Q4
$266K Buy
+2,886
New +$266K 0.11% 155