EverSource Wealth Advisors’s LendingClub LC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782 | Buy |
65
+30
| +86% | +$361 | ﹤0.01% | 3783 |
|
|
2025
Q1 | $361 | Sell |
35
-35
| -50% | -$361 | ﹤0.01% | 3561 |
|
|
2024
Q4 | $1.13K | Buy |
70
+62
| +775% | +$1K | ﹤0.01% | 2922 |
|
|
2024
Q3 | $91 | Hold |
8
| – | – | ﹤0.01% | 2984 |
|
|
2024
Q2 | $100 | Hold |
8
| – | – | ﹤0.01% | 2996 |
|
|
2024
Q1 | $60 | Buy |
+8
| New | +$60 | ﹤0.01% | 2848 |
|
|
2023
Q4 | – | Sell |
-165
| Closed | -$1.01K | – | 2701 |
|
|
2023
Q3 | $1.01K | Buy |
+165
| New | +$1.01K | ﹤0.01% | 2217 |
|
|
2023
Q2 | – | Sell |
-119
| Closed | -$858 | – | 2556 |
|
|
2023
Q1 | $858 | Buy |
+119
| New | +$858 | ﹤0.01% | 2144 |
|