CWA
Carolina Wealth Advisors’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-50
| Closed | -$28K | – | 285 |
|
2021
Q3 | $28K | Sell |
50
-940
| -95% | -$526K | 0.02% | 147 |
|
2021
Q2 | $644K | Sell |
990
-24
| -2% | -$15.6K | 0.43% | 32 |
|
2021
Q1 | $604K | Sell |
1,014
-1,067
| -51% | -$636K | 0.44% | 32 |
|
2020
Q4 | $983K | Sell |
2,081
-42
| -2% | -$19.8K | 0.79% | 32 |
|
2020
Q3 | $704K | Buy |
2,123
+156
| +8% | +$51.7K | 0.62% | 40 |
|
2020
Q2 | $636K | Buy |
1,967
+159
| +9% | +$51.4K | 0.62% | 39 |
|
2020
Q1 | $434K | Buy |
1,808
+937
| +108% | +$225K | 0.5% | 41 |
|
2019
Q4 | $255K | Buy |
+871
| New | +$255K | 0.24% | 42 |
|