Stelac Advisory Services’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,437
| Closed | -$747K | – | 137 |
|
|
2023
Q2 | $747K | Sell |
3,437
-197
| -5% | -$42.8K | 0.33% | 55 |
|
|
2023
Q1 | $736K | Sell |
3,634
-25
| -0.7% | -$5.06K | 0.32% | 50 |
|
|
2022
Q4 | $791K | Buy |
3,659
+199
| +6% | +$43K | 0.36% | 48 |
|
|
2022
Q3 | $756K | Buy |
3,460
+974
| +39% | +$213K | 0.34% | 49 |
|
|
2022
Q2 | $459K | Buy |
+2,486
| New | +$459K | 0.18% | 91 |
|