WESPAC Advisors SoCal’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-260,890
| Closed | -$3.96M | – | 363 |
|
2018
Q3 | $3.96M | Sell |
260,890
-12,860
| -5% | -$195K | 1.99% | 26 |
|
2018
Q2 | $4.73M | Buy |
273,750
+10,100
| +4% | +$175K | 2.72% | 15 |
|
2018
Q1 | $5.36M | Sell |
263,650
-7,750
| -3% | -$157K | 3.1% | 10 |
|
2017
Q4 | $5M | Sell |
271,400
-4,650
| -2% | -$85.6K | 2.85% | 12 |
|
2017
Q3 | $5.11M | Buy |
+276,050
| New | +$5.11M | 3.04% | 10 |
|