Alera Investment Advisors’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$534K Buy
914
+63
+7% +$36.8K 0.06% 130
2024
Q2
$398K Buy
+851
New +$398K 0.05% 162
2019
Q2
Sell
-47
Closed -$14K 591
2019
Q1
$14K Sell
47
-10
-18% -$2.98K 0.01% 387
2018
Q4
$15K Buy
+57
New +$15K 0.01% 348