EWM
Edge Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10
| Closed | -$7K | – | 293 |
|
|
2021
Q4 | $7K | Hold |
10
| – | – | ﹤0.01% | 310 |
|
|
2021
Q3 | $6K | Buy |
+10
| New | +$6K | ﹤0.01% | 336 |
|
|
2020
Q4 | – | Sell |
-2,185
| Closed | -$725K | – | 419 |
|
|
2020
Q3 | $725K | Hold |
2,185
| – | – | 0.17% | 62 |
|
|
2020
Q2 | $707K | Sell |
2,185
-612
| -22% | -$198K | 0.13% | 79 |
|
|
2020
Q1 | $706K | Buy |
2,797
+1,097
| +65% | +$277K | 0.15% | 77 |
|
|
2019
Q4 | $497K | Hold |
1,700
| – | – | 0.1% | 99 |
|
|
2019
Q3 | $392K | Hold |
1,700
| – | – | 0.09% | 103 |
|
|
2019
Q2 | $319K | Hold |
1,700
| – | – | 0.07% | 113 |
|
|
2019
Q1 | $305K | Hold |
1,700
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $231K | Buy |
+1,700
| New | +$231K | 0.07% | 125 |
|