TFO Wealth Partners’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 |
-3
| Closed | -$793 | – | 464 |
|
|
2024
Q1 | $793 | Sell |
3
-2
| -40% | -$529 | ﹤0.01% | 196 |
|
|
2023
Q4 | $1.14K | Hold |
5
| – | – | ﹤0.01% | 179 |
|
|
2023
Q3 | $1.09K | Buy |
5
+2
| +67% | +$435 | ﹤0.01% | 268 |
|
|
2023
Q2 | $652 | Hold |
3
| – | – | ﹤0.01% | 248 |
|
|
2023
Q1 | $607 | Buy |
3
+2
| +200% | +$405 | ﹤0.01% | 220 |
|
|
2022
Q4 | $10 | Buy |
+1
| New | +$10 | ﹤0.01% | 920 |
|
|
2022
Q1 | – | Sell |
-281
| Closed | -$44K | – | 141 |
|
|
2021
Q4 | $44K | Buy |
+281
| New | +$44K | 0.01% | 65 |
|