TCI Wealth Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-249
| Closed | -$26K | – | 1351 |
|
|
2023
Q1 | $26K | Hold |
249
| – | – | ﹤0.01% | 611 |
|
|
2022
Q4 | $22.3K | Hold |
249
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $19K | Sell |
249
-16
| -6% | -$1.25K | ﹤0.01% | 677 |
|
|
2022
Q2 | $19K | Buy |
265
+23
| +10% | +$1.52K | ﹤0.01% | 660 |
|
|
2022
Q1 | $14K | Hold |
242
| – | – | ﹤0.01% | 884 |
|
|
2021
Q4 | $15K | Hold |
242
| – | – | ﹤0.01% | 873 |
|
|
2021
Q3 | $15K | Hold |
242
| – | – | ﹤0.01% | 823 |
|
|
2021
Q2 | $20K | Hold |
242
| – | – | ﹤0.01% | 617 |
|
|
2021
Q1 | $19K | Hold |
242
| – | – | 0.01% | 589 |
|
|
2020
Q4 | $19K | Hold |
242
| – | – | 0.01% | 508 |
|
|
2020
Q3 | $16K | Hold |
242
| – | – | 0.01% | 487 |
|
|
2020
Q2 | $15K | Sell |
242
-230
| -49% | -$13.9K | 0.01% | 498 |
|
|
2020
Q1 | $27K | Sell |
472
-66
| -12% | -$5.42K | 0.01% | 410 |
|
|
2019
Q4 | $46K | Buy |
538
+3
| +0.6% | +$242 | 0.02% | 400 |
|
|
2019
Q3 | $39K | Hold |
535
| – | – | 0.02% | 369 |
|
|
2019
Q2 | $34K | Buy |
535
+63
| +13% | +$4.16K | 0.02% | 379 |
|
|
2019
Q1 | $35K | Sell |
472
-219
| -32% | -$15.5K | 0.02% | 403 |
|
|
2018
Q4 | $51K | Hold |
691
| – | – | 0.02% | 311 |
|
|
2018
Q3 | $46K | Hold |
691
| – | – | 0.02% | 359 |
|
|
2018
Q2 | $47K | Hold |
691
| – | – | 0.02% | 335 |
|
|
2018
Q1 | $40K | Hold |
691
| – | – | 0.02% | 360 |
|
|
2017
Q4 | $39K | Hold |
691
| – | – | 0.02% | 380 |
|
|
2017
Q3 | $32K | Hold |
691
| – | – | 0.02% | 389 |
|
|
2017
Q2 | $30K | Hold |
691
| – | – | 0.02% | 395 |
|
|
2017
Q1 | $29K | Hold |
691
| – | – | 0.02% | 385 |
|
|
2016
Q4 | $26K | Buy |
+691
| New | +$23.6K | 0.01% | 440 |
|
Other funds holding LW
SP
LCOV