LIVE OAK PRIVATE WEALTH LLC – Transaction History
LIVE OAK PRIVATE WEALTH LLC portfolio value:
297,000
portfolio value
LIVE OAK PRIVATE WEALTH LLC quarter portfolio value change:
+4.60%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.37% | -275 shares | 3K | 7.88K | |
| Q2 2022 | share | 0.00% | 0 shares | -79K | 8.15K | ||
| Q1 2022 | share | Decrease | -3.72% | -315 shares | -58K | 8.15K | |
| Q4 2021 | share | 0.00% | 0 shares | 29K | 8.47K | ||
| Q3 2021 | share | Decrease | -3.14% | -275 shares | -4K | 8.47K | |
| Q2 2021 | share | Decrease | -2.18% | -195 shares | 12K | 8.74K | |
| Q1 2021 | share | Decrease | -7.90% | -767 shares | -28K | 8.94K | |
| Q4 2020 | share | Decrease | -1.41% | -139 shares | 96K | 9.71K | |
| Q3 2020 | share | Decrease | -8.39% | -902 shares | -44K | 9.84K | |
| Q2 2020 | share | Increase | +9.29% | 914 shares | 64K | 10.75K | |
| Q1 2020 | share | Increase | +8.27% | 751 shares | -124K | 9.83K | |
| Q4 2019 | share | Increase | 0.00% | 9.08K shares | 430K | 9.08K |