Appleton Partners’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,945
| Closed | -$350K | – | 261 |
|
|
2020
Q1 | $350K | Sell |
1,945
-475
| -20% | -$85.5K | 0.05% | 200 |
|
|
2019
Q4 | $479K | Buy |
+2,420
| New | +$479K | 0.05% | 198 |
|
|
2017
Q1 | – | Sell |
-2,089
| Closed | -$214K | – | 234 |
|
|
2016
Q4 | $214K | Buy |
+2,089
| New | +$214K | 0.04% | 197 |
|
|
2016
Q2 | – | Sell |
-2,614
| Closed | -$204K | – | 208 |
|
|
2016
Q1 | $204K | Sell |
2,614
-1,545
| -37% | -$121K | 0.04% | 200 |
|
|
2015
Q4 | $361K | Buy |
4,159
+530
| +15% | +$46K | 0.07% | 172 |
|
|
2015
Q3 | $265K | Buy |
+3,629
| New | +$265K | 0.06% | 182 |
|