Balanced Wealth Group’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Buy |
1,081
+110
| +11% | +$30.2K | 0.13% | 58 |
|
2025
Q1 | $203K | Hold |
971
| – | – | 0.1% | 64 |
|
2024
Q4 | $206K | Hold |
971
| – | – | 0.09% | 65 |
|
2024
Q3 | $231K | Hold |
971
| – | – | 0.1% | 62 |
|
2024
Q2 | $215K | Hold |
971
| – | – | 0.1% | 65 |
|
2024
Q1 | $213K | Hold |
971
| – | – | 0.09% | 68 |
|
2023
Q4 | $204K | Buy |
+971
| New | +$204K | 0.11% | 63 |
|