NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC – LPL Financial Holdings Inc. Transaction History
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC portfolio value:
$553,000
portfolio value
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
+18.43%
quarter
LPL Financial Holdings Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.48% | -777 shares | -57K | $218.48 | 2.53K |
| Q2 2022 | share | Decrease | -8.67% | -314 shares | -51K | $184.48 | 3.30K |
| Q1 2022 | share | Decrease | -37.80% | -2.20K shares | -271K | $182.68 | 3.62K |
| Q4 2021 | share | 0.00% | 0 shares | 19K | $161.87 | 5.82K | |
| Q3 2021 | share | Increase | +22.61% | 1.07K shares | 272K | $156.52 | 5.82K |
| Q2 2021 | share | Decrease | -11.40% | -611 shares | -121K | $134.55 | 4.75K |
| Q1 2021 | share | Increase | +7.33% | 366 shares | 242K | $141.47 | 5.36K |
| Q4 2020 | share | Increase | +0.12% | 6 shares | 138K | $103.53 | 4.99K |
| Q3 2020 | share | Increase | +6.40% | 300 shares | 15K | $75.95 | 4.99K |
| Q2 2020 | share | Increase | +14.11% | 580 shares | 144K | $77.43 | 4.69K |
| Q1 2020 | share | 0.00% | 0 shares | -156K | $53.58 | 4.11K | |
| Q4 2019 | share | 0.00% | 0 shares | 43K | $90.35 | 4.11K | |
| Q3 2019 | share | Increase | +14.17% | 510 shares | 42K | $79.98 | 4.11K |
| Q2 2019 | share | 0.00% | 0 shares | 44K | $79.39 | 3.6K | |
| Q1 2019 | share | Increase | +8.43% | 280 shares | 48K | $67.58 | 3.6K |
| Q4 2018 | share | Increase | +1.22% | 40 shares | -10K | $59.06 | 3.32K |
| Q3 2018 | share | Increase | +20.15% | 550 shares | 33K | $62.14 | 3.28K |
| Q2 2018 | share | Increase | +23.53% | 520 shares | 44K | $62.9 | 2.73K |
| Q1 2018 | share | Increase | 0.00% | 2.21K shares | 135K | $58.4 | 2.21K |