Pathstone Family Office’s LendingClub LC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$64.7K Buy
+10,605
New +$64.7K ﹤0.01% 1611
2021
Q1
Sell
-5,000
Closed -$53K 1017
2020
Q4
$53K Hold
5,000
﹤0.01% 500
2020
Q3
$24K Buy
5,000
+3,250
+186% +$15.6K ﹤0.01% 453
2020
Q2
$8K Hold
1,750
﹤0.01% 544
2020
Q1
$14K Buy
+1,750
New +$14K ﹤0.01% 471
2019
Q2
Sell
-4,700
Closed -$73K 772
2019
Q1
$73K Buy
+4,700
New +$73K 0.01% 258