Berman Capital Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $39K | Buy |
661
+227
| +52% | +$13.4K | 0.01% | 771 |
|
2021
Q2 | $35K | Buy |
434
+283
| +187% | +$22.8K | 0.01% | 717 |
|
2021
Q1 | $11K | Buy |
151
+2
| +1% | +$146 | ﹤0.01% | 1004 |
|
2020
Q4 | $11K | Buy |
149
+17
| +13% | +$1.26K | ﹤0.01% | 889 |
|
2020
Q3 | $8K | Buy |
132
+18
| +16% | +$1.09K | ﹤0.01% | 877 |
|
2020
Q2 | $7K | Buy |
114
+54
| +90% | +$3.32K | ﹤0.01% | 885 |
|
2020
Q1 | $3K | Sell |
60
-13
| -18% | -$650 | ﹤0.01% | 1040 |
|
2019
Q4 | $6K | Buy |
73
+17
| +30% | +$1.4K | ﹤0.01% | 926 |
|
2019
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 1009 |
|
2019
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 1103 |
|
2019
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 925 |
|
2018
Q4 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 747 |
|