LIVE OAK PRIVATE WEALTH LLC – Transaction History
LIVE OAK PRIVATE WEALTH LLC portfolio value:
882,000
portfolio value
LIVE OAK PRIVATE WEALTH LLC quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.03% | 65 shares | -40K | 3.27K | |
| Q2 2022 | share | Increase | +3.69% | 114 shares | -66K | 3.20K | |
| Q1 2022 | share | Increase | +4.18% | 124 shares | -40K | 3.09K | |
| Q4 2021 | share | Increase | +2.06% | 60 shares | 175K | 2.96K | |
| Q3 2021 | share | Increase | +11.63% | 303 shares | 100K | 2.90K | |
| Q2 2021 | share | Increase | +7.25% | 176 shares | 73K | 2.60K | |
| Q1 2021 | share | Increase | +51.72% | 828 shares | 258K | 2.42K | |
| Q4 2020 | share | Increase | +11.57% | 166 shares | 80K | 1.60K | |
| Q3 2020 | share | Decrease | -0.76% | -11 shares | 35K | 1.43K | |
| Q2 2020 | share | Increase | +12.79% | 164 shares | 85K | 1.44K | |
| Q1 2020 | share | Increase | 0.00% | 1.28K shares | 222K | 1.28K |