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Valley Wealth Managers’s Live Oak Bancshares LOB Stock Holding History

Valley Wealth Managers’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Hold
0
– – – 418
2022
Q4 		– Sell
-19
Closed -$1K – 433
2022
Q3 		$1K Buy
+19
New +$1K ﹤0.01% 404