Sheaff Brock Investment Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-4,209
| Closed | -$362K | – | 450 |
|
2019
Q4 | $362K | Sell |
4,209
-133
| -3% | -$11.4K | 0.04% | 289 |
|
2019
Q3 | $316K | Hold |
4,342
| – | – | 0.03% | 321 |
|
2019
Q2 | $275K | Hold |
4,342
| – | – | 0.03% | 345 |
|
2019
Q1 | $325K | Sell |
4,342
-12,200
| -74% | -$913K | 0.04% | 326 |
|
2018
Q4 | $1.22M | Sell |
16,542
-1,944
| -11% | -$143K | 0.19% | 100 |
|
2018
Q3 | $1.23M | Buy |
18,486
+14,107
| +322% | +$939K | 0.12% | 115 |
|
2018
Q2 | $300K | Hold |
4,379
| – | – | 0.03% | 347 |
|
2018
Q1 | $255K | Sell |
4,379
-133
| -3% | -$7.75K | 0.03% | 383 |
|
2017
Q4 | $255K | Sell |
4,512
-999
| -18% | -$56.5K | 0.03% | 386 |
|
2017
Q3 | $258K | Hold |
5,511
| – | – | 0.03% | 399 |
|
2017
Q2 | $243K | Hold |
5,511
| – | – | 0.03% | 449 |
|
2017
Q1 | $232K | Sell |
5,511
-3,599
| -40% | -$152K | 0.03% | 468 |
|
2016
Q4 | $345K | Buy |
+9,110
| New | +$345K | 0.04% | 358 |
|