Strategic Wealth Partners’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,797
| Closed | -$468K | – | 233 |
|
2021
Q2 | $468K | Buy |
5,797
+443
| +8% | +$35.8K | 0.15% | 159 |
|
2021
Q1 | $415K | Buy |
+5,354
| New | +$415K | 0.17% | 134 |
|
2019
Q4 | – | Sell |
-115
| Closed | -$8 | – | 346 |
|
2019
Q3 | $8 | Buy |
115
+55
| +92% | +$4 | ﹤0.01% | 594 |
|
2019
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 678 |
|