FINANCIAL ADVOCATES INVESTMENT MANAGEMENT – LPL Financial Holdings Inc. Transaction History
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT portfolio value:
$1.05M
portfolio value
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 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 | Increase | +20.57% | 992 shares | 169K | $218.48 | 5.81K |
| Q2 2022 | share | Increase | +0.48% | 23 shares | 13K | $184.48 | 4.82K |
| Q1 2022 | share | Increase | +0.93% | 44 shares | 116K | $182.68 | 4.8K |
| Q4 2021 | share | Decrease | -48.61% | -4.49K shares | -690K | $161.87 | 4.75K |
| Q3 2021 | share | Increase | +0.16% | 15 shares | 204K | $156.52 | 9.25K |
| Q2 2021 | share | Increase | +2.08% | 188 shares | -40K | $134.55 | 9.24K |
| Q1 2021 | share | Increase | +0.29% | 26 shares | 346K | $141.47 | 9.05K |
| Q4 2020 | share | Increase | +9.62% | 792 shares | 310K | $103.53 | 9.02K |
| Q3 2020 | share | Increase | +0.30% | 25 shares | -13K | $75.95 | 8.23K |
| Q2 2020 | share | Increase | +1.89% | 152 shares | 205K | $77.43 | 8.20K |
| Q1 2020 | share | Decrease | -51.84% | -8.67K shares | -1.10M | $53.58 | 8.05K |
| Q4 2019 | share | Increase | 0.00% | 16.72K shares | 1.54M | $90.35 | 16.72K |