9258 Wealth Management’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.08M | Buy |
4,556
+56
| +1% | +$13.3K | 0.16% | 116 |
|
|
2024
Q2 | $1.01M | Buy |
4,500
+227
| +5% | +$51K | 0.16% | 121 |
|
|
2024
Q1 | $911K | Sell |
4,273
-98
| -2% | -$20.9K | 0.14% | 134 |
|
|
2023
Q4 | $921K | Buy |
4,371
+727
| +20% | +$153K | 0.16% | 124 |
|
|
2023
Q3 | $634K | Buy |
3,644
+92
| +3% | +$16K | 0.12% | 148 |
|
|
2023
Q2 | $695K | Buy |
3,552
+351
| +11% | +$68.7K | 0.13% | 142 |
|
|
2023
Q1 | $628K | Buy |
3,201
+13
| +0.4% | +$2.55K | 0.13% | 146 |
|
|
2022
Q4 | $664K | Buy |
3,188
+353
| +12% | +$73.5K | 0.14% | 134 |
|
|
2022
Q3 | $589K | Buy |
2,835
+255
| +10% | +$53K | 0.15% | 144 |
|
|
2022
Q2 | $624K | Sell |
2,580
-167
| -6% | -$40.4K | 0.16% | 149 |
|
|
2022
Q1 | $683K | Buy |
2,747
+52
| +2% | +$12.9K | 0.16% | 147 |
|
|
2021
Q4 | $575K | Sell |
2,695
-518
| -16% | -$111K | 0.13% | 168 |
|
|
2021
Q3 | $708K | Sell |
3,213
-157
| -5% | -$34.6K | 0.19% | 133 |
|
|
2021
Q2 | $728K | Sell |
3,370
-22
| -0.6% | -$4.75K | 0.2% | 131 |
|
|
2021
Q1 | $687K | Buy |
3,392
+1,010
| +42% | +$205K | 0.21% | 124 |
|
|
2020
Q4 | $450K | Buy |
2,382
+83
| +4% | +$15.7K | 0.15% | 159 |
|
|
2020
Q3 | $370K | Buy |
2,299
+59
| +3% | +$9.5K | 0.14% | 171 |
|
|
2020
Q2 | $380K | Buy |
2,240
+567
| +34% | +$96.2K | 0.15% | 164 |
|
|
2020
Q1 | $322K | Sell |
1,673
-185
| -10% | -$35.6K | 0.14% | 177 |
|
|
2019
Q4 | $368K | Buy |
1,858
+143
| +8% | +$28.3K | 0.13% | 189 |
|
|
2019
Q3 | $358K | Buy |
+1,715
| New | +$358K | 0.28% | 116 |
|