BPWA
Beacon Pointe Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $3.88M | Buy |
9,973
+4,345
| +77% | +$1.69M | 0.72% | 35 |
|
2019
Q3 | $2.2M | Sell |
5,628
-137
| -2% | -$53.5K | 0.46% | 43 |
|
2019
Q2 | $2.1M | Sell |
5,765
-84
| -1% | -$30.5K | 0.44% | 47 |
|
2019
Q1 | $1.76M | Sell |
5,849
-215
| -4% | -$64.7K | 0.4% | 50 |
|
2018
Q4 | $1.59M | Buy |
+6,064
| New | +$1.59M | 0.57% | 40 |
|