Live Oak Investment Partners Fidelity Covington Tr Small Mi Transaction History

Live Oak Investment Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$40.75 - $44.85 $815 - $897	20 Added 5.59%	378 $15,000
Q3 2024 Nov 05, 2024	BUY	$37.22 - $41.47 $5,917 - $6,593	159 Added 79.9%	358 $14,000
Q2 2024 Jul 16, 2024	BUY	$36.08 - $38.91 $829 - $894	23 Added 13.07%	199 $7,000
Q4 2023 Feb 14, 2024	BUY	$30.35 - $36.57 $182 - $219	6 Added 3.53%	176 $6,000
Q3 2023 Oct 31, 2023	BUY	$31.89 - $34.7 $3,125 - $3,400	98 Added 136.11%	170 $5,000
Q4 2022 Feb 15, 2023	BUY	$29.46 - $33.21 $2,121 - $2,391	72 New	72 $2,000

113

13.5M

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