Geneos Wealth Management’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-108
| Closed | -$944 | – | 2186 |
|
|
2023
Q4 | $944 | Hold |
108
| – | – | ﹤0.01% | 2018 |
|
|
2023
Q3 | $659 | Hold |
108
| – | – | ﹤0.01% | 2074 |
|
|
2023
Q2 | $1.05K | Hold |
108
| – | – | ﹤0.01% | 2015 |
|
|
2023
Q1 | $779 | Hold |
108
| – | – | ﹤0.01% | 2018 |
|
|
2022
Q4 | $950 | Hold |
108
| – | – | ﹤0.01% | 1970 |
|
|
2022
Q3 | $1K | Hold |
108
| – | – | ﹤0.01% | 1946 |
|
|
2022
Q2 | $1K | Hold |
108
| – | – | ﹤0.01% | 2506 |
|
|
2022
Q1 | $1K | Sell |
108
-5,400
| -98% | -$50K | ﹤0.01% | 2663 |
|
|
2021
Q4 | $133K | Hold |
5,508
| – | – | 0.01% | 1062 |
|
|
2021
Q3 | $154K | Sell |
5,508
-2,300
| -29% | -$64.3K | 0.01% | 973 |
|
|
2021
Q2 | $133K | Buy |
7,808
+1,200
| +18% | +$20.4K | 0.01% | 1043 |
|
|
2021
Q1 | $101K | Sell |
6,608
-2,600
| -28% | -$39.7K | ﹤0.01% | 1305 |
|
|
2020
Q4 | $149K | Buy |
+9,208
| New | +$149K | 0.01% | 956 |
|
|
2020
Q1 | – | Sell |
-108
| Closed | -$1K | – | 2554 |
|
|
2019
Q4 | $1K | Hold |
108
| – | – | ﹤0.01% | 2479 |
|
|
2019
Q3 | $1K | Buy |
+108
| New | +$1K | ﹤0.01% | 2414 |
|