SWA
Stratos Wealth Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-529
| Closed | -$564K | – | 750 |
|
|
2024
Q2 | $564K | Sell |
529
-92
| -15% | -$98.1K | 0.03% | 442 |
|
|
2024
Q1 | $604K | Sell |
621
-188
| -23% | -$183K | 0.04% | 421 |
|
|
2023
Q4 | $634K | Sell |
809
-32
| -4% | -$25.1K | 0.04% | 417 |
|
|
2023
Q3 | $528K | Sell |
841
-10
| -1% | -$6.27K | 0.03% | 422 |
|
|
2023
Q2 | $547K | Buy |
+851
| New | +$547K | 0.04% | 419 |
|
|
2022
Q4 | – | Sell |
-584
| Closed | -$214K | – | 574 |
|
|
2022
Q3 | $214K | Buy |
584
+31
| +6% | +$11.4K | 0.02% | 470 |
|
|
2022
Q2 | $236K | Sell |
553
-180
| -25% | -$76.8K | 0.02% | 460 |
|
|
2022
Q1 | $394K | Buy |
733
+224
| +44% | +$120K | 0.03% | 415 |
|
|
2021
Q4 | $366K | Sell |
509
-5
| -1% | -$3.6K | 0.03% | 432 |
|
|
2021
Q3 | $293K | Sell |
514
-311
| -38% | -$177K | 0.03% | 432 |
|
|
2021
Q2 | $537K | Buy |
825
+359
| +77% | +$234K | 0.05% | 349 |
|
|
2021
Q1 | $277K | Buy |
+466
| New | +$277K | 0.03% | 410 |
|