Corient Private Wealth’s LendingClub LC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,725
Closed -$71.5K 2305
2023
Q3
$71.5K Buy
11,725
+1,236
+12% +$7.54K ﹤0.01% 2050
2023
Q2
$102K Buy
+10,489
New +$102K ﹤0.01% 1957