BWA
BDO Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $62.8K | Buy |
98
+41
| +72% | +$26.3K | 0.01% | 398 |
|
|
2023
Q1 | $30.2K | Sell |
57
-165
| -74% | -$87.5K | ﹤0.01% | 511 |
|
|
2022
Q4 | $93.3K | Hold |
222
| – | – | 0.01% | 339 |
|
|
2022
Q3 | $81K | Sell |
222
-8
| -3% | -$2.92K | 0.01% | 345 |
|
|
2022
Q2 | $98K | Hold |
230
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $124K | Hold |
230
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $165K | Hold |
230
| – | – | 0.02% | 300 |
|
|
2021
Q3 | $131K | Hold |
230
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $150K | Hold |
230
| – | – | 0.02% | 327 |
|
|
2021
Q1 | $137K | Buy |
230
+40
| +21% | +$23.8K | 0.02% | 331 |
|
|
2020
Q4 | $90K | Hold |
190
| – | – | 0.01% | 300 |
|
|
2020
Q3 | $63K | Buy |
190
+8
| +4% | +$2.65K | 0.01% | 307 |
|
|
2020
Q2 | $59K | Hold |
182
| – | – | 0.01% | 311 |
|
|
2020
Q1 | $44K | Sell |
182
-20
| -10% | -$4.84K | 0.01% | 344 |
|
|
2019
Q4 | $59K | Hold |
202
| – | – | 0.02% | 286 |
|
|
2019
Q3 | $47K | Buy |
202
+7
| +4% | +$1.63K | 0.01% | 319 |
|
|
2019
Q2 | $37K | Hold |
195
| – | – | 0.01% | 334 |
|
|
2019
Q1 | $35K | Hold |
195
| – | – | 0.01% | 320 |
|
|
2018
Q4 | $27K | Sell |
195
-50
| -20% | -$6.92K | 0.01% | 309 |
|
|
2018
Q3 | $37K | Hold |
245
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $42K | Sell |
245
-180
| -42% | -$30.9K | 0.01% | 315 |
|
|
2018
Q1 | $86K | Buy |
425
+65
| +18% | +$13.2K | 0.03% | 195 |
|
|
2017
Q4 | $66K | Hold |
360
| – | – | 0.03% | 189 |
|
|
2017
Q3 | $67K | Sell |
360
-475
| -57% | -$88.4K | 0.03% | 169 |
|
|
2017
Q2 | $118K | Buy |
+835
| New | +$118K | 0.05% | 157 |
|