CWC
Carolinas Wealth Consulting’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$90.6K | – | 1098 |
|
|
2022
Q4 | $90.6K | Hold |
3,000
| – | – | 0.02% | 277 |
|
|
2022
Q3 | $92K | Buy |
+3,000
| New | +$92K | 0.02% | 255 |
|
|
2020
Q4 | – | Sell |
-101
| Closed | -$3K | – | 963 |
|
|
2020
Q3 | $3K | Sell |
101
-3,183
| -97% | -$94.5K | ﹤0.01% | 644 |
|
|
2020
Q2 | $48K | Buy |
+3,284
| New | +$48K | 0.02% | 208 |
|