CarsonAllaria Wealth Management’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-180
| Closed | -$1.76K | – | 388 |
|
|
2023
Q2 | $1.76K | Buy |
180
+100
| +125% | +$975 | ﹤0.01% | 327 |
|
|
2023
Q1 | $577 | Hold |
80
| – | – | ﹤0.01% | 354 |
|
|
2022
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 311 |
|
|
2022
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 322 |
|
|
2021
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 318 |
|