Mosaic Family Wealth’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-300
| Closed | -$5K | – | 418 |
|
|
2019
Q1 | $5K | Sell |
300
-50
| -14% | -$833 | ﹤0.01% | 562 |
|
|
2018
Q4 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 551 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$17K | – | 666 |
|
|
2018
Q2 | $17K | Hold |
1,000
| – | – | 0.01% | 479 |
|
|
2018
Q1 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 429 |
|
|
2017
Q4 | – | Sell |
-350
| Closed | -$6K | – | 814 |
|
|
2017
Q3 | $6K | Hold |
350
| – | – | ﹤0.01% | 655 |
|
|
2017
Q2 | $5K | Sell |
350
-60
| -15% | -$857 | ﹤0.01% | 569 |
|
|
2017
Q1 | $5K | Sell |
410
-150
| -27% | -$1.83K | ﹤0.01% | 568 |
|
|
2016
Q4 | $6K | Hold |
560
| – | – | ﹤0.01% | 534 |
|
|
2016
Q3 | $5K | Hold |
560
| – | – | ﹤0.01% | 576 |
|
|
2016
Q2 | $5K | Hold |
560
| – | – | ﹤0.01% | 601 |
|
|
2016
Q1 | $4K | Hold |
560
| – | – | ﹤0.01% | 626 |
|
|
2015
Q4 | $4K | Buy |
+560
| New | +$4K | ﹤0.01% | 612 |
|