Brilliance Asset Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,334,910
Closed -$18.9M 6
2017
Q2
$18.9M Buy
1,334,910
+490,600
+58% +$6.94M 9.45% 4
2017
Q1
$10.8M Buy
844,310
+275,000
+48% +$3.53M 5.51% 5
2016
Q4
$6.02M Buy
+569,310
New +$6.02M 3.94% 5