SWM
Selective Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-90
| Closed | -$33K | – | 470 |
|
|
2022
Q3 | $33K | Hold |
90
| – | – | 0.01% | 351 |
|
|
2022
Q2 | $38K | Hold |
90
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $48K | Hold |
90
| – | – | 0.02% | 305 |
|
|
2021
Q4 | $65K | Hold |
90
| – | – | 0.03% | 243 |
|
|
2021
Q3 | $51K | Hold |
90
| – | – | 0.03% | 249 |
|
|
2021
Q2 | $59K | Buy |
+90
| New | +$59K | 0.05% | 174 |
|
|
2019
Q2 | – | Sell |
-24,000
| Closed | -$4.3M | – | 43 |
|
|
2019
Q1 | $4.3M | Buy |
+24,000
| New | +$4.3M | 5.19% | 9 |
|