Squar Milner Financial Services’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,812
| Closed | -$244K | – | 110 |
|
|
2020
Q2 | $244K | Buy |
3,812
+578
| +18% | +$37K | 0.14% | 177 |
|
|
2020
Q1 | $184K | Buy |
3,234
+62
| +2% | +$3.53K | 0.11% | 174 |
|
|
2019
Q4 | $272K | Buy |
+3,172
| New | +$272K | 0.14% | 155 |
|
|
2019
Q3 | – | Sell |
-1,764
| Closed | -$112K | – | 504 |
|
|
2019
Q2 | $112K | Buy |
1,764
+1,608
| +1,031% | +$102K | 0.08% | 259 |
|
|
2019
Q1 | $11K | Hold |
156
| – | – | 0.01% | 502 |
|
|
2018
Q4 | $11K | Hold |
156
| – | – | 0.01% | 458 |
|
|
2018
Q3 | $10K | Hold |
156
| – | – | 0.01% | 494 |
|
|
2018
Q2 | $11K | Buy |
+156
| New | +$11K | 0.01% | 564 |
|