Bernardo Wealth Planning’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,226
| Closed | -$420K | – | 113 |
|
|
2020
Q4 | $420K | Hold |
2,226
| – | – | 0.16% | 109 |
|
|
2020
Q3 | $378K | Hold |
2,226
| – | – | 0.17% | 100 |
|
|
2020
Q2 | $377K | Sell |
2,226
-49
| -2% | -$8.3K | 0.2% | 93 |
|
|
2020
Q1 | $409K | Buy |
2,275
+7
| +0.3% | +$1.26K | 0.28% | 88 |
|
|
2019
Q4 | $448K | Hold |
2,268
| – | – | 0.27% | 87 |
|
|
2019
Q3 | $473K | Buy |
2,268
+965
| +74% | +$201K | 0.34% | 71 |
|
|
2019
Q2 | $246K | Sell |
1,303
-42
| -3% | -$7.93K | 0.19% | 117 |
|
|
2019
Q1 | $215K | Buy |
+1,345
| New | +$215K | 0.17% | 134 |
|