BWP
Baldwin Wealth Partners’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$2.28K | – | 717 |
|
|
2023
Q4 | $2.28K | Hold |
50
| – | – | ﹤0.01% | 662 |
|
|
2023
Q3 | $1.45K | Hold |
50
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $1.32K | Hold |
50
| – | – | ﹤0.01% | 711 |
|
|
2023
Q1 | $1.22K | Hold |
50
| – | – | ﹤0.01% | 745 |
|
|
2022
Q4 | $1.51K | Sell |
50
-750
| -94% | -$22.7K | ﹤0.01% | 724 |
|
|
2022
Q3 | $25K | Hold |
800
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $27K | Hold |
800
| – | – | ﹤0.01% | 442 |
|
|
2022
Q1 | $41K | Buy |
800
+50
| +7% | +$2.56K | ﹤0.01% | 400 |
|
|
2021
Q4 | $65K | Hold |
750
| – | – | 0.01% | 320 |
|
|
2021
Q3 | $48K | Hold |
750
| – | – | 0.01% | 354 |
|
|
2021
Q2 | $44K | Buy |
750
+250
| +50% | +$14.7K | ﹤0.01% | 373 |
|
|
2021
Q1 | $34K | Buy |
+500
| New | +$34K | ﹤0.01% | 386 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$13K | – | 526 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 442 |
|
|
2018
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 429 |
|
|
2018
Q1 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 412 |
|