VWM
LLTC
Valley Wealth Managers’s Linear Technology Corp LLTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-28,755
| Closed | -$1.34M | – | 229 |
|
|
2016
Q2 | $1.34M | Buy |
28,755
+4,650
| +19% | +$216K | 0.2% | 72 |
|
|
2016
Q1 | $1.07M | Buy |
24,105
+500
| +2% | +$22.3K | 0.18% | 73 |
|
|
2015
Q4 | $1M | Buy |
23,605
+110
| +0.5% | +$4.67K | 0.18% | 74 |
|
|
2015
Q3 | $948K | Sell |
23,495
-900
| -4% | -$36.3K | 0.17% | 75 |
|
|
2015
Q2 | $1.08M | Sell |
24,395
-1,525
| -6% | -$67.5K | 0.19% | 72 |
|
|
2015
Q1 | $1.21M | Buy |
25,920
+615
| +2% | +$28.8K | 0.21% | 65 |
|
|
2014
Q4 | $1.15M | Buy |
25,305
+2,812
| +13% | +$128K | 0.21% | 70 |
|
|
2014
Q3 | $998K | Buy |
22,493
+2,498
| +12% | +$111K | 0.19% | 67 |
|
|
2014
Q2 | $941K | Buy |
19,995
+1,925
| +11% | +$90.6K | 0.18% | 72 |
|
|
2014
Q1 | $880K | Buy |
18,070
+1,360
| +8% | +$66.2K | 0.18% | 65 |
|
|
2013
Q4 | $761K | Buy |
16,710
+275
| +2% | +$12.5K | 0.16% | 65 |
|
|
2013
Q3 | $652K | Sell |
16,435
-400
| -2% | -$15.9K | 0.14% | 72 |
|
|
2013
Q2 | $620K | Buy |
+16,835
| New | +$620K | 0.14% | 70 |
|