Heritage Wealth Management (Arizona)’s LendingClub LC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$0 Sell
10
-240
-96% ﹤0.01% 909
2021
Q2
$5K Sell
250
-250
-50% -$5K ﹤0.01% 747
2021
Q1
$8K Buy
+500
New +$8K ﹤0.01% 601