SWS
SYSTM Wealth Solutions’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-47
| Closed | -$50.4K | – | 404 |
|
|
2024
Q2 | $50.4K | Sell |
47
-1,008
| -96% | -$1.08M | 0.01% | 283 |
|
|
2024
Q1 | $1.03M | Sell |
1,055
-38
| -3% | -$37K | 0.13% | 194 |
|
|
2023
Q4 | $858K | Sell |
1,093
-141
| -11% | -$111K | 0.12% | 217 |
|
|
2023
Q3 | $774K | Sell |
1,234
-125
| -9% | -$78.4K | 0.12% | 218 |
|
|
2023
Q2 | $873K | Buy |
1,359
+235
| +21% | +$151K | 0.12% | 226 |
|
|
2023
Q1 | $596K | Sell |
1,124
-2,066
| -65% | -$1.1M | 0.09% | 274 |
|
|
2022
Q4 | $1.34M | Buy |
+3,190
| New | +$1.34M | 0.17% | 166 |
|