LA
Legacy Advisors’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,500
| Closed | -$94K | – | 233 |
|
|
2019
Q2 | $94K | Hold |
5,500
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $80K | Buy |
+5,500
| New | +$80K | 0.03% | 173 |
|
|
2018
Q4 | – | Sell |
-5,500
| Closed | -$147K | – | 268 |
|
|
2018
Q3 | $147K | Hold |
5,500
| – | – | 0.07% | 158 |
|
|
2018
Q2 | $169K | Hold |
5,500
| – | – | 0.13% | 97 |
|
|
2018
Q1 | $157K | Buy |
+5,500
| New | +$157K | 0.12% | 92 |
|