Charles Schwab’s LiveVox Holding, Inc. Class A Common Stock LVOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-65,639
| Closed | -$219K | – | 3577 |
|
|
2023
Q3 | $219K | Hold |
65,639
| – | – | ﹤0.01% | 3271 |
|
|
2023
Q2 | $181K | Buy |
65,639
+12,597
| +24% | +$34.6K | ﹤0.01% | 3314 |
|
|
2023
Q1 | $164K | Buy |
53,042
+4,198
| +9% | +$13K | ﹤0.01% | 3188 |
|
|
2022
Q4 | $145K | Hold |
48,844
| – | – | ﹤0.01% | 3227 |
|
|
2022
Q3 | $145K | Sell |
48,844
-16,128
| -25% | -$47.9K | ﹤0.01% | 3194 |
|
|
2022
Q2 | $108K | Buy |
+64,972
| New | +$108K | ﹤0.01% | 3282 |
|
|
2022
Q1 | – | Sell |
-11,916
| Closed | -$62K | – | 3637 |
|
|
2021
Q4 | $62K | Hold |
11,916
| – | – | ﹤0.01% | 3490 |
|
|
2021
Q3 | $78K | Buy |
+11,916
| New | +$78K | ﹤0.01% | 3406 |
|