TWA
TCI Wealth Advisors’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$60 | – | 2588 |
|
|
2022
Q4 | $60 | Sell |
2
-93
| -98% | -$2.79K | ﹤0.01% | 2425 |
|
|
2022
Q3 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 1791 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$3K | – | 2416 |
|
|
2022
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 1891 |
|
|
2021
Q4 | $5K | Hold |
63
| – | – | ﹤0.01% | 1678 |
|
|
2021
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 1759 |
|
|
2021
Q2 | – | Sell |
-32
| Closed | -$2K | – | 2370 |
|
|
2021
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1780 |
|