Schubert & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35
| Closed | -$7.08K | – | 870 |
|
|
2023
Q1 | $7.08K | Sell |
35
-11
| -24% | -$2.23K | 0.01% | 322 |
|
|
2022
Q4 | $9.94K | Sell |
46
-6
| -12% | -$1.3K | 0.01% | 227 |
|
|
2022
Q3 | $11K | Buy |
52
+14
| +37% | +$2.96K | 0.01% | 181 |
|
|
2022
Q2 | $7K | Buy |
38
+19
| +100% | +$3.5K | 0.01% | 247 |
|
|
2022
Q1 | $3K | Buy |
19
+6
| +46% | +$947 | ﹤0.01% | 293 |
|
|
2021
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 396 |
|