RWA
Ropes Wealth Advisors’s Lam Research LRCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-6
| Closed | -$3K | – | 550 |
|
2020
Q4 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 611 |
|
2020
Q3 | – | Sell |
-10
| Closed | -$3K | – | 643 |
|
2020
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 512 |
|
2019
Q3 | – | Sell |
-160
| Closed | -$30K | – | 574 |
|
2019
Q2 | $30K | Sell |
160
-160
| -50% | -$30K | 0.01% | 390 |
|
2019
Q1 | $57K | Hold |
320
| – | – | 0.02% | 314 |
|
2018
Q4 | $44K | Hold |
320
| – | – | 0.01% | 317 |
|
2018
Q3 | $49K | Hold |
320
| – | – | 0.01% | 339 |
|
2018
Q2 | $55K | Hold |
320
| – | – | 0.01% | 344 |
|
2018
Q1 | $65K | Hold |
320
| – | – | 0.02% | 309 |
|
2017
Q4 | $59K | Hold |
320
| – | – | 0.02% | 329 |
|
2017
Q3 | $59K | Sell |
320
-200
| -38% | -$36.9K | 0.02% | 313 |
|
2017
Q2 | $74K | Hold |
520
| – | – | 0.02% | 290 |
|
2017
Q1 | $67K | Hold |
520
| – | – | 0.02% | 298 |
|
2016
Q4 | $55K | Buy |
+520
| New | +$55K | 0.02% | 304 |
|