Winch Advisory Services’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
Q1 | – | Sell |
-268
| Closed | -$23K | – | 477 |
|
|
2021
Q4 | $23K | Buy |
+268
| New | +$23K | 0.01% | 192 |
|
|
2021
Q3 | – | Sell |
-210
| Closed | -$12K | – | 498 |
|
|
2021
Q2 | $12K | Sell |
210
-9
| -4% | -$514 | ﹤0.01% | 250 |
|
|
2021
Q1 | $15K | Sell |
219
-13
| -6% | -$890 | 0.01% | 217 |
|
|
2020
Q4 | $11K | Buy |
+232
| New | +$11K | ﹤0.01% | 221 |
|