CSat Investment Advisory’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-40,474
| Closed | -$191K | – | 760 |
|
2020
Q3 | $191K | Buy |
40,474
+8,588
| +27% | +$40.5K | 0.02% | 283 |
|
2020
Q2 | $145K | Buy |
31,886
+17,202
| +117% | +$78.2K | 0.02% | 367 |
|
2020
Q1 | $115K | Buy |
14,684
+1,648
| +13% | +$12.9K | 0.02% | 317 |
|
2019
Q4 | $165K | Hold |
13,036
| – | – | 0.04% | 261 |
|
2019
Q3 | $171K | Buy |
13,036
+3,258
| +33% | +$42.7K | 0.05% | 227 |
|
2019
Q2 | $160K | Buy |
+9,778
| New | +$160K | 0.06% | 217 |
|