Blue Bell Private Wealth Management’s LendingClub LC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31K Hold
275
﹤0.01% 609
2025
Q1
$2.84K Sell
275
-200
-42% -$2.06K ﹤0.01% 611
2024
Q4
$7.69K Buy
475
+275
+138% +$4.45K ﹤0.01% 519
2024
Q3
$2.29K Hold
200
﹤0.01% 604
2024
Q2
$1.69K Hold
200
﹤0.01% 633
2024
Q1
$1.76K Hold
200
﹤0.01% 638
2023
Q4
$1.75K Hold
200
﹤0.01% 635
2023
Q3
$1.22K Hold
200
﹤0.01% 611
2023
Q2
$1.95K Hold
200
﹤0.01% 583
2023
Q1
$1.44K Hold
200
﹤0.01% 579
2022
Q4
$1.76K Hold
200
﹤0.01% 576
2022
Q3
$2K Sell
200
-80
-29% -$800 ﹤0.01% 597
2022
Q2
$3K Hold
280
﹤0.01% 589
2022
Q1
$4K Sell
280
-20
-7% -$286 ﹤0.01% 585
2021
Q4
$7K Buy
+300
New +$7K ﹤0.01% 468