Cerity Partners OCIO’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $630K | Sell |
14,990
-1,010
| -6% | -$42.4K | 0.02% | 295 |
|
2022
Q3 | $586K | Buy |
16,000
+2,000
| +14% | +$73.3K | 0.02% | 299 |
|
2022
Q2 | $597K | Sell |
14,000
-160
| -1% | -$6.82K | 0.02% | 284 |
|
2022
Q1 | $761K | Buy |
14,160
+2,090
| +17% | +$112K | 0.02% | 269 |
|
2021
Q4 | $868K | Buy |
12,070
+1,560
| +15% | +$112K | 0.03% | 245 |
|
2021
Q3 | $598K | Buy |
10,510
+1,840
| +21% | +$105K | 0.02% | 287 |
|
2021
Q2 | $564K | Buy |
8,670
+1,110
| +15% | +$72.2K | 0.02% | 288 |
|
2021
Q1 | $450K | Buy |
+7,560
| New | +$450K | 0.02% | 292 |
|