Aperio Group’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $861K | Buy |
18,151
+1,890
| +12% | +$89.7K | ﹤0.01% | 1680 |
|
|
2020
Q3 | $412K | Buy |
16,261
+1,382
| +9% | +$35K | ﹤0.01% | 1921 |
|
|
2020
Q2 | $216K | Sell |
14,879
-752
| -5% | -$10.9K | ﹤0.01% | 2154 |
|
|
2020
Q1 | $195K | Buy |
+15,631
| New | +$195K | ﹤0.01% | 2100 |
|
|
2019
Q3 | – | Sell |
-9,068
| Closed | -$156K | – | 2558 |
|
|
2019
Q2 | $156K | Buy |
+9,068
| New | +$156K | ﹤0.01% | 2257 |
|