Presidio 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
2022 Q4	–	Sell	-1,198	Closed	-$262K	–	40
2022 Q3	$262K	Buy	1,198 +97	+9%	+$21.2K	0.28%	22
2022 Q2	$203K	Sell	1,101 -6	-0.5%	-$1.11K	0.22%	25
2022 Q1	$202K	Buy	+1,107	New	+$202K	0.18%	32