IWA
Intercontinental Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $503K | Hold |
782
| – | – | 0.12% | 185 |
|
|
2023
Q1 | $415K | Buy |
782
+1
| +0.1% | +$530 | 0.11% | 216 |
|
|
2022
Q4 | $328K | Buy |
781
+4
| +0.5% | +$1.68K | 0.1% | 223 |
|
|
2022
Q3 | $284K | Hold |
777
| – | – | 0.09% | 228 |
|
|
2022
Q2 | $331K | Buy |
777
+66
| +9% | +$28.1K | 0.09% | 210 |
|
|
2022
Q1 | $382K | Buy |
711
+22
| +3% | +$11.8K | 0.09% | 211 |
|
|
2021
Q4 | $495K | Hold |
689
| – | – | 0.1% | 185 |
|
|
2021
Q3 | $392K | Sell |
689
-258
| -27% | -$147K | 0.09% | 197 |
|
|
2021
Q2 | $616K | Buy |
947
+135
| +17% | +$87.8K | 0.12% | 151 |
|
|
2021
Q1 | $483K | Hold |
812
| – | – | 0.11% | 163 |
|
|
2020
Q4 | $383K | Buy |
812
+204
| +34% | +$96.2K | 0.09% | 172 |
|
|
2020
Q3 | $202K | Sell |
608
-365
| -38% | -$121K | 0.06% | 192 |
|
|
2020
Q2 | $315K | Hold |
973
| – | – | 0.1% | 142 |
|
|
2020
Q1 | $234K | Buy |
973
+754
| +344% | +$181K | 0.12% | 140 |
|
|
2019
Q4 | $71K | Sell |
219
-695
| -76% | -$225K | 0.06% | 164 |
|
|
2019
Q3 | $211K | Buy |
914
+1
| +0.1% | +$231 | 0.13% | 125 |
|
|
2019
Q2 | $172K | Buy |
913
+1
| +0.1% | +$188 | 0.09% | 131 |
|
|
2019
Q1 | $163K | Buy |
912
+29
| +3% | +$5.18K | 0.08% | 139 |
|
|
2018
Q4 | $120K | Buy |
+883
| New | +$120K | 0.07% | 154 |
|