TrinityPoint Wealth’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.86M	Buy	5,689 +84	+1%	+$27.4K	0.26%	89
2024 Q3	$1.3M	Buy	5,605 +648	+13%	+$151K	0.19%	133
2024 Q2	$1.38M	Buy	+4,957	New	+$1.38M	0.22%	108