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ARS Wealth Advisors’s Lockheed Martin LMT Stock Holding History

ARS Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1.03M Sell
2,733
-159
-5% -$60.2K 0.19% 50
2021
Q1 		$1.07M Sell
2,892
-299
-9% -$110K 0.23% 44
2020
Q4 		$1.13M Sell
3,191
-28
-0.9% -$9.94K 0.24% 41
2020
Q3 		$1.23M Buy
3,219
+14
+0.4% +$5.37K 0.34% 35
2020
Q2 		$1.17M Buy
3,205
+5
+0.2% +$1.82K 0.36% 34
2020
Q1 		$1.08M Buy
3,200
+161
+5% +$54.5K 0.46% 31
2019
Q4 		$1.18M Sell
3,039
-833
-22% -$324K 0.34% 41
2019
Q3 		$1.51M Buy
3,872
+893
+30% +$348K 0.48% 35
2019
Q2 		$1.08M Sell
2,979
-518
-15% -$188K 0.34% 41
2019
Q1 		$1.05M Sell
3,497
-273
-7% -$82K 0.34% 41
2018
Q4 		$987K Buy
3,770
+300
+9% +$78.5K 0.36% 43
2018
Q3 		$1.2M Sell
3,470
-400
-10% -$138K 0.4% 40
2018
Q2 		$1.14M Buy
3,870
+395
+11% +$117K 0.41% 39
2018
Q1 		$1.17M Hold
3,475
– – 0.44% 37
2017
Q4 		$1.12M Sell
3,475
-153
-4% -$49.1K 0.41% 42
2017
Q3 		$1.13M Buy
3,628
+53
+1% +$16.4K 0.44% 45
2017
Q2 		$992K Buy
3,575
+950
+36% +$264K 0.4% 46
2017
Q1 		$702K Sell
2,625
-80
-3% -$21.4K 0.3% 53
2016
Q4 		$676K Hold
2,705
– – 0.3% 45
2016
Q3 		$648K Sell
2,705
-150
-5% -$35.9K 0.27% 40
2016
Q2 		$709K Buy
2,855
+85
+3% +$21.1K 0.3% 37
2016
Q1 		$614K Hold
2,770
– – 0.29% 36
2015
Q4 		$602K Hold
2,770
– – 0.31% 33
2015
Q3 		$574K Hold
2,770
– – 0.29% 29
2015
Q2 		$515K Hold
2,770
– – 0.23% 34
2015
Q1 		$562K Sell
2,770
-138
-5% -$28K 0.24% 32
2014
Q4 		$560K Buy
2,908
+100
+4% +$19.3K 0.24% 35
2014
Q3 		$513K Buy
+2,808
New +$513K 0.24% 34