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