Avantax Planning Partners’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,374
| Closed | -$158K | – | 816 |
|
|
2018
Q3 | $158K | Buy |
+2,374
| New | +$158K | 0.01% | 266 |
|
|
2018
Q2 | – | Sell |
-2,042
| Closed | -$119K | – | 929 |
|
|
2018
Q1 | $119K | Buy |
+2,042
| New | +$119K | 0.01% | 382 |
|
|
2017
Q4 | – | Sell |
-5,617
| Closed | -$263K | – | 332 |
|
|
2017
Q3 | $263K | Sell |
5,617
-1,381
| -20% | -$64.7K | 0.02% | 305 |
|
|
2017
Q2 | $308K | Buy |
6,998
+256
| +4% | +$11.3K | 0.03% | 248 |
|
|
2017
Q1 | $284K | Sell |
6,742
-79
| -1% | -$3.33K | 0.03% | 249 |
|
|
2016
Q4 | $258K | Buy |
+6,821
| New | +$258K | 0.03% | 243 |
|