SYSTM Wealth Solutions’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-824
Closed -$218K 835
2024
Q1
$218K Buy
824
+324
+65% +$85.6K 0.03% 389
2023
Q4
$114K Buy
+500
New +$114K 0.02% 442