TLA
Tanglewood Legacy Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$23.3K | – | 301 |
|
|
2024
Q3 | $23.3K | Hold |
100
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $27.9K | Hold |
100
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $26.4K | Hold |
100
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $22.8K | Hold |
100
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $23.8K | Hold |
100
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $21.7K | Hold |
100
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $20.2K | Hold |
100
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $21.6K | Buy |
+100
| New | +$21.6K | 0.02% | 179 |
|