CAPTRUST Financial Advisors’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,756
| Closed | -$237K | – | 2351 |
|
|
2024
Q3 | $237K | Buy |
+20,756
| New | +$237K | ﹤0.01% | 2033 |
|
|
2022
Q3 | – | Sell |
-6,499
| Closed | -$76K | – | 3148 |
|
|
2022
Q2 | $76K | Hold |
6,499
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q1 | $103K | Buy |
6,499
+6,119
| +1,610% | +$97K | ﹤0.01% | 2246 |
|
|
2021
Q4 | $9K | Buy |
380
+31
| +9% | +$734 | ﹤0.01% | 3780 |
|
|
2021
Q3 | $10K | Hold |
349
| – | – | ﹤0.01% | 3609 |
|
|
2021
Q2 | $6K | Hold |
349
| – | – | ﹤0.01% | 3784 |
|
|
2021
Q1 | $6K | Buy |
+349
| New | +$6K | ﹤0.01% | 3656 |
|