Simplicity Wealth’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,444	Closed	-$336K	–	449
2024 Q3	$336K	Sell	1,444 -5,209	-78%	-$1.21M	0.03%	373
2024 Q2	$1.86M	Buy	6,653 +109	+2%	+$30.4K	0.04%	366
2024 Q1	$1.73M	Buy	+6,544	New	+$1.73M	0.04%	379