FOSTER VICTOR WEALTH ADVISORS, LLC – LPL Financial Holdings Inc. Transaction History
FOSTER VICTOR WEALTH ADVISORS, LLC portfolio value:
$8.09M
portfolio value
FOSTER VICTOR WEALTH ADVISORS, 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 | -7.91% | -2.82K shares | 1.79M | $218.48 | 32.84K |
| Q2 2022 | share | Decrease | -8.26% | -3.21K shares | -872K | $184.48 | 35.66K |
| Q1 2022 | share | Increase | +6.42% | 2.34K shares | 626K | $182.68 | 38.88K |
| Q4 2021 | share | Increase | +15.40% | 4.87K shares | 1.57M | $161.87 | 36.53K |
| Q3 2021 | share | Increase | +19.29% | 5.11K shares | 1.38M | $156.52 | 31.66K |
| Q2 2021 | share | Increase | +29.23% | 6.00K shares | 586K | $134.55 | 26.54K |
| Q1 2021 | share | Increase | +28.83% | 4.59K shares | 1.33M | $141.47 | 20.53K |
| Q4 2020 | share | Increase | +61.72% | 6.08K shares | 905K | $103.53 | 15.94K |
| Q3 2020 | share | Increase | +115.71% | 5.28K shares | 398K | $75.95 | 9.85K |
| Q2 2020 | share | Increase | 0.00% | 4.57K shares | 358K | $77.43 | 4.57K |