Pinnacle Wealth Planning Services’s LG Display LPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.5K | Buy |
+16,518
| New | +$56.5K | 0.01% | 449 |
|
2024
Q4 | – | Sell |
-23,032
| Closed | -$93.3K | – | 492 |
|
2024
Q3 | $93.3K | Sell |
23,032
-528
| -2% | -$2.14K | 0.01% | 509 |
|
2024
Q2 | $97.1K | Sell |
23,560
-15,015
| -39% | -$61.9K | 0.01% | 486 |
|
2024
Q1 | $158K | Buy |
38,575
+19,386
| +101% | +$79.5K | 0.02% | 451 |
|
2023
Q4 | $92.5K | Buy |
19,189
+3,195
| +20% | +$15.4K | 0.01% | 461 |
|
2023
Q3 | $78.1K | Sell |
15,994
-207
| -1% | -$1.01K | 0.01% | 430 |
|
2023
Q2 | $98.2K | Buy |
16,201
+65
| +0.4% | +$394 | 0.02% | 433 |
|
2023
Q1 | $103K | Sell |
16,136
-90
| -0.6% | -$574 | 0.02% | 437 |
|
2022
Q4 | $80.5K | Sell |
16,226
-21,398
| -57% | -$106K | 0.01% | 410 |
|
2022
Q3 | $154K | Sell |
37,624
-4,459
| -11% | -$18.3K | 0.03% | 340 |
|
2022
Q2 | $235K | Buy |
42,083
+20,445
| +94% | +$114K | 0.04% | 302 |
|
2022
Q1 | $179K | Buy |
21,638
+1,420
| +7% | +$11.7K | 0.03% | 380 |
|
2021
Q4 | $204K | Buy |
20,218
+1,477
| +8% | +$14.9K | 0.04% | 361 |
|
2021
Q3 | $149K | Sell |
18,741
-166
| -0.9% | -$1.32K | 0.03% | 340 |
|
2021
Q2 | $202K | Buy |
18,907
+166
| +0.9% | +$1.77K | 0.05% | 311 |
|
2021
Q1 | $187K | Buy |
18,741
+324
| +2% | +$3.23K | 0.05% | 305 |
|
2020
Q4 | $155K | Hold |
18,417
| – | – | 0.04% | 335 |
|
2020
Q3 | $120K | Buy |
18,417
+336
| +2% | +$2.19K | 0.04% | 255 |
|
2020
Q2 | $87K | Sell |
18,081
-1,631
| -8% | -$7.85K | 0.03% | 256 |
|
2020
Q1 | $87K | Buy |
+19,712
| New | +$87K | 0.04% | 219 |
|