YorkBridge Wealth Partners’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,646
| Closed | -$282K | – | 249 |
|
|
2021
Q1 | $282K | Buy |
+3,646
| New | +$282K | 0.08% | 209 |
|
|
2019
Q3 | – | Sell |
-1,954
| Closed | -$124K | – | 459 |
|
|
2019
Q2 | $124K | Buy |
1,954
+64
| +3% | +$4.06K | 0.06% | 256 |
|
|
2019
Q1 | $142K | Sell |
1,890
-8
| -0.4% | -$601 | 0.07% | 219 |
|
|
2018
Q4 | $140K | Sell |
1,898
-223
| -11% | -$16.4K | 0.07% | 196 |
|
|
2018
Q3 | $140K | Sell |
2,121
-45
| -2% | -$2.97K | 0.06% | 228 |
|
|
2018
Q2 | $148K | Buy |
2,166
+4
| +0.2% | +$273 | 0.06% | 217 |
|
|
2018
Q1 | $137K | Buy |
2,162
+537
| +33% | +$34K | 0.06% | 231 |
|
|
2017
Q4 | $92K | Buy |
+1,625
| New | +$92K | 0.04% | 303 |
|