BWM
Biltmore Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,409
| Closed | -$455K | – | 56 |
|
|
2020
Q4 | $455K | Sell |
2,409
-126
| -5% | -$23.8K | 0.24% | 35 |
|
|
2020
Q3 | $430K | Sell |
2,535
-250
| -9% | -$42.4K | 0.25% | 29 |
|
|
2020
Q2 | $502K | Buy |
2,785
+735
| +36% | +$132K | 0.32% | 18 |
|
|
2020
Q1 | $406K | Hold |
2,050
| – | – | 0.19% | 37 |
|
|
2019
Q4 | $406K | Sell |
2,050
-298
| -13% | -$59K | 0.19% | 37 |
|
|
2019
Q3 | $490K | Sell |
2,348
-270
| -10% | -$56.3K | 0.24% | 25 |
|
|
2019
Q2 | $495K | Sell |
2,618
-589
| -18% | -$111K | 0.25% | 26 |
|
|
2019
Q1 | $512K | Buy |
+3,207
| New | +$512K | 0.27% | 28 |
|