CWM
Confluence Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $696K | Sell |
3,010
-1,564
| -34% | -$362K | 0.34% | 69 |
|
|
2020
Q2 | $1.48M | Buy |
4,574
+1,216
| +36% | +$393K | 0.7% | 37 |
|
|
2020
Q1 | $806K | Buy |
3,358
+394
| +13% | +$94.6K | 0.45% | 52 |
|
|
2019
Q4 | $867K | Sell |
2,964
-46
| -2% | -$13.5K | 0.4% | 58 |
|
|
2019
Q3 | $696K | Buy |
3,010
+104
| +4% | +$24K | 0.34% | 69 |
|
|
2019
Q2 | $546K | Buy |
2,906
+56
| +2% | +$10.5K | 0.27% | 77 |
|
|
2019
Q1 | $510K | Buy |
2,850
+843
| +42% | +$151K | 0.25% | 78 |
|
|
2018
Q4 | $273K | Buy |
+2,007
| New | +$273K | 0.15% | 100 |
|