SWM
Segment Wealth Management’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,832
| Closed | -$8.61M | – | 266 |
|
|
2024
Q2 | $8.61M | Buy |
30,832
+10,451
| +51% | +$2.92M | 0.64% | 57 |
|
|
2024
Q1 | $5.38M | Buy |
20,381
+5,838
| +40% | +$1.54M | 0.41% | 67 |
|
|
2023
Q4 | $3.31M | Sell |
14,543
-16,294
| -53% | -$3.71M | 0.29% | 75 |
|
|
2023
Q3 | $7.33M | Buy |
30,837
+775
| +3% | +$184K | 0.74% | 54 |
|
|
2023
Q2 | $6.54M | Buy |
30,062
+24
| +0.1% | +$5.22K | 0.67% | 58 |
|
|
2023
Q1 | $6.08M | Buy |
+30,038
| New | +$6.08M | 0.69% | 56 |
|