AOWM
Alpha Omega Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,255
| Closed | -$764K | – | 196 |
|
|
2020
Q1 | $764K | Buy |
2,255
+61
| +3% | +$20.7K | 0.14% | 98 |
|
|
2019
Q4 | $854K | Hold |
2,194
| – | – | 0.14% | 113 |
|
|
2019
Q3 | $838K | Buy |
2,194
+194
| +10% | +$74.1K | 0.14% | 113 |
|
|
2019
Q2 | $727K | Buy |
+2,000
| New | +$727K | 0.31% | 68 |
|