Islay Capital Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,340	Closed	-$277K	–	285
2020 Q3	$277K	Hold	8,340	–	–	0.29%	53
2020 Q2	$270K	Buy	8,340 +50	+0.6%	+$1.62K	0.31%	52
2020 Q1	$199K	Buy	+8,290	New	+$199K	0.26%	54