YHB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,154
| Closed | -$249K | – | 284 |
|
|
2022
Q4 | $249K | Hold |
1,154
| – | – | 0.03% | 250 |
|
|
2022
Q3 | $252K | Sell |
1,154
-626
| -35% | -$137K | 0.03% | 238 |
|
|
2022
Q2 | $328K | Hold |
1,780
| – | – | 0.03% | 214 |
|
|
2022
Q1 | $325K | Sell |
1,780
-600
| -25% | -$110K | 0.03% | 232 |
|
|
2021
Q4 | $381K | Hold |
2,380
| – | – | 0.03% | 231 |
|
|
2021
Q3 | $373K | Hold |
2,380
| – | – | 0.03% | 224 |
|
|
2021
Q2 | $321K | Hold |
2,380
| – | – | 0.03% | 243 |
|
|
2021
Q1 | $351K | Sell |
2,380
-1,600
| -40% | -$236K | 0.03% | 223 |
|
|
2020
Q4 | $415K | Buy |
3,980
+1,335
| +50% | +$139K | 0.04% | 205 |
|
|
2020
Q3 | $203K | Buy |
+2,645
| New | +$203K | 0.02% | 257 |
|