Sheets Smith Wealth Management’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,334
| Closed | -$470K | – | 344 |
|
|
2018
Q2 | $470K | Buy |
15,334
+3,173
| +26% | +$97.3K | 0.11% | 203 |
|
|
2018
Q1 | $338K | Buy |
12,161
+181
| +2% | +$5.03K | 0.08% | 239 |
|
|
2017
Q4 | $286K | Buy |
11,980
+110
| +0.9% | +$2.63K | 0.07% | 271 |
|
|
2017
Q3 | $278K | Sell |
11,870
-108
| -0.9% | -$2.53K | 0.07% | 267 |
|
|
2017
Q2 | $290K | Sell |
11,978
-426
| -3% | -$10.3K | 0.08% | 238 |
|
|
2017
Q1 | $269K | Buy |
+12,404
| New | +$269K | 0.07% | 249 |
|