Triasima Portfolio Management’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,605	Closed	-$2.35M	–	148
2023 Q1	$2.35M	Buy	11,605 +3,635	+46%	+$736K	0.19%	72
2022 Q4	$1.72M	Buy	+7,970	New	+$1.72M	0.13%	81