Accretive Wealth Partners’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,766
Closed -$955K 110
2021
Q3
$955K Buy
2,766
+183
+7% +$63.2K 0.67% 62
2021
Q2
$977K Buy
2,583
+372
+17% +$141K 0.7% 59
2021
Q1
$817K Buy
2,211
+186
+9% +$68.7K 0.74% 59
2020
Q4
$719K Buy
+2,025
New +$719K 0.71% 60