Berman Capital Advisors’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 | $407K | Buy |
1,181
+101
| +9% | +$34.8K | 0.06% | 157 |
|
|
2021
Q2 | $408K | Buy |
1,080
+370
| +52% | +$140K | 0.06% | 139 |
|
|
2021
Q1 | $261K | Buy |
710
+7
| +1% | +$2.57K | 0.05% | 163 |
|
|
2020
Q4 | $249K | Sell |
703
-38
| -5% | -$13.5K | 0.06% | 137 |
|
|
2020
Q3 | $283K | Buy |
741
+23
| +3% | +$8.78K | 0.08% | 114 |
|
|
2020
Q2 | $262K | Buy |
718
+31
| +5% | +$11.3K | 0.07% | 117 |
|
|
2020
Q1 | $231K | Buy |
687
+178
| +35% | +$59.9K | 0.07% | 107 |
|
|
2019
Q4 | $198K | Hold |
509
| – | – | 0.06% | 135 |
|
|
2019
Q3 | $198K | Sell |
509
-34
| -6% | -$13.2K | 0.06% | 130 |
|
|
2019
Q2 | $197K | Buy |
543
+21
| +4% | +$7.62K | 0.06% | 131 |
|
|
2019
Q1 | $156K | Buy |
522
+54
| +12% | +$16.1K | 0.05% | 145 |
|
|
2018
Q4 | $121K | Buy |
+468
| New | +$121K | 0.05% | 152 |
|