KA
LOB icon

Kaizen Advisory’s Live Oak Bancshares LOB Stock Holding History

Kaizen Advisory’s Portfolio LOB Stock Details LOB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-41,547
Closed -$1.27M – 594
2018
Q2 		$1.27M Buy
41,547
+31,159
+300% +$955K 0.65% 28
2018
Q1 		$289K Buy
+10,388
New +$289K 0.29% 39