P2P
Phase 2 Partners’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,142
| Closed | -$8.83M | – | 24 |
|
|
2023
Q3 | $8.83M | Sell |
37,142
-26,351
| -42% | -$6.26M | 3.9% | 16 |
|
|
2023
Q2 | $13.8M | Buy |
63,493
+23,152
| +57% | +$5.03M | 6.26% | 4 |
|
|
2023
Q1 | $8.17M | Sell |
40,341
-33,770
| -46% | -$6.84M | 3.52% | 14 |
|
|
2022
Q4 | $16M | Buy |
74,111
+37,777
| +104% | +$8.17M | 7.23% | 4 |
|
|
2022
Q3 | $7.94M | Sell |
36,334
-3,598
| -9% | -$786K | 3.77% | 13 |
|
|
2022
Q2 | $7.37M | Sell |
39,932
-26,585
| -40% | -$4.9M | 3.79% | 13 |
|
|
2022
Q1 | $12.2M | Buy |
66,517
+29,747
| +81% | +$5.43M | 7.93% | 4 |
|
|
2021
Q4 | $5.89M | Buy |
+36,770
| New | +$5.89M | 3.65% | 12 |
|