SW
SkyOak Wealth’s LendingClub LC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$88K | – | 263 |
|
|
2022
Q4 | $88K | Hold |
10,000
| – | – | 0.03% | 213 |
|
|
2022
Q3 | $111K | Hold |
10,000
| – | – | 0.04% | 204 |
|
|
2022
Q2 | $117K | Hold |
10,000
| – | – | 0.04% | 207 |
|
|
2022
Q1 | $158K | Hold |
10,000
| – | – | 0.04% | 230 |
|
|
2021
Q4 | $242K | Buy |
+10,000
| New | +$242K | 0.06% | 205 |
|