Wetzel Investment Advisors’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-52	Closed	-$13.5K	–	970
2024 Q1	$13.5K	Buy	52 +7	+16%	+$1.82K	0.01%	457
2023 Q4	$10K	Buy	+45	New	+$10K	0.01%	519