Ascent 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
Q3 | – | Sell |
-9,020
| Closed | -$3.41M | – | 150 |
|
|
2021
Q2 | $3.41M | Sell |
9,020
-22
| -0.2% | -$8.32K | 0.65% | 47 |
|
|
2021
Q1 | $3.34M | Buy |
9,042
+238
| +3% | +$87.9K | 0.73% | 44 |
|
|
2020
Q4 | $3.13M | Buy |
8,804
+221
| +3% | +$78.5K | 0.7% | 47 |
|
|
2020
Q3 | $3.29M | Buy |
8,583
+285
| +3% | +$109K | 0.84% | 41 |
|
|
2020
Q2 | $3.03M | Buy |
8,298
+364
| +5% | +$133K | 0.88% | 41 |
|
|
2020
Q1 | $2.69M | Buy |
+7,934
| New | +$2.69M | 0.98% | 37 |
|