TRUE Private Wealth Advisors’s LendingClub LC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$38.8K | – | 625 |
|
|
2018
Q3 | $38.8K | Hold |
2,000
| – | – | 0.01% | 494 |
|
|
2018
Q2 | $37K | Hold |
2,000
| – | – | 0.01% | 270 |
|
|
2018
Q1 | $35K | Hold |
2,000
| – | – | 0.01% | 226 |
|
|
2017
Q4 | $41K | Hold |
2,000
| – | – | 0.01% | 217 |
|
|
2017
Q3 | $60K | Hold |
2,000
| – | – | 0.01% | 155 |
|
|
2017
Q2 | $55K | Hold |
2,000
| – | – | 0.01% | 151 |
|
|
2017
Q1 | $53K | Hold |
2,000
| – | – | 0.01% | 145 |
|
|
2016
Q4 | $63K | Hold |
2,000
| – | – | 0.02% | 146 |
|
|
2016
Q3 | $55K | Hold |
2,000
| – | – | 0.02% | 146 |
|
|
2016
Q2 | $43K | Buy |
+2,000
| New | +$43K | 0.01% | 142 |
|