Total Clarity Wealth Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50
| Closed | -$8K | – | 606 |
|
|
2021
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
|
2021
Q3 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 732 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$7K | – | 497 |
|
|
2021
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 622 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$5K | – | 387 |
|
|
2019
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 586 |
|