WCM
Whitener Capital Management’s Live Oak Bancshares LOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-59,360
| Closed | -$1.13M | – | 128 |
|
|
2019
Q4 | $1.13M | Sell |
59,360
-10,250
| -15% | -$195K | 0.58% | 46 |
|
|
2019
Q3 | $1.26M | Sell |
69,610
-1,075
| -2% | -$19.4K | 0.69% | 39 |
|
|
2019
Q2 | $1.21M | Buy |
70,685
+2,940
| +4% | +$50.4K | 0.69% | 40 |
|
|
2019
Q1 | $989K | Buy |
67,745
+13,295
| +24% | +$194K | 0.65% | 43 |
|
|
2018
Q4 | $806K | Buy |
54,450
+10,630
| +24% | +$157K | 0.59% | 48 |
|
|
2018
Q3 | $1.17M | Buy |
43,820
+16,445
| +60% | +$441K | 0.77% | 29 |
|
|
2018
Q2 | $839K | Hold |
27,375
| – | – | 0.66% | 48 |
|
|
2018
Q1 | $761K | Buy |
27,375
+3,400
| +14% | +$94.5K | 0.58% | 49 |
|
|
2017
Q4 | $571K | Buy |
+23,975
| New | +$571K | 0.49% | 58 |
|