Veritable’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-934
| Closed | -$203K | – | 469 |
|
|
2023
Q2 | $203K | Sell |
934
-157
| -14% | -$34.1K | ﹤0.01% | 846 |
|
|
2023
Q1 | $221K | Buy |
+1,091
| New | +$221K | ﹤0.01% | 799 |
|
|
2014
Q4 | – | Sell |
-4,421
| Closed | -$204K | – | 967 |
|
|
2014
Q3 | $204K | Buy |
+4,421
| New | +$204K | ﹤0.01% | 897 |
|
|
2014
Q1 | – | Sell |
-4,272
| Closed | -$201K | – | 963 |
|
|
2013
Q4 | $201K | Buy |
+4,272
| New | +$201K | ﹤0.01% | 836 |
|