Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-430
| Closed | -$15K | – | 646 |
|
|
2022
Q2 | $15K | Buy |
+430
| New | +$15K | 0.01% | 593 |
|
|
2022
Q1 | – | Sell |
-362
| Closed | -$32K | – | 603 |
|
|
2021
Q4 | $32K | Buy |
362
+112
| +45% | +$9.9K | 0.01% | 478 |
|
|
2021
Q3 | $16K | Buy |
+250
| New | +$16K | 0.01% | 587 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$17K | – | 494 |
|
|
2021
Q1 | $17K | Buy |
+250
| New | +$17K | 0.01% | 478 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$5K | – | 385 |
|
|
2019
Q4 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 585 |
|