Western 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
Q4
Sell
-2,265
Closed -$496K 716
2022
Q3
$496K Buy
2,265
+649
+40% +$142K 0.03% 485
2022
Q2
$297K Sell
1,616
-1,441
-47% -$265K 0.02% 617
2022
Q1
$558K Buy
3,057
+1,553
+103% +$283K 0.03% 499
2021
Q4
$241K Buy
+1,504
New +$241K 0.02% 532