BKS Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $357K | Hold |
1,190
| – | – | 0.14% | 138 |
|
|
2018
Q4 | $312K | Hold |
1,190
| – | – | 0.14% | 146 |
|
|
2018
Q3 | $411K | Sell |
1,190
-350
| -23% | -$121K | 0.15% | 143 |
|
|
2018
Q2 | $455K | Buy |
1,540
+302
| +24% | +$89.2K | 0.16% | 139 |
|
|
2018
Q1 | $418K | Hold |
1,238
| – | – | 0.15% | 137 |
|
|
2017
Q4 | $397K | Buy |
1,238
+278
| +29% | +$89.1K | 0.14% | 137 |
|
|
2017
Q3 | $298K | Sell |
960
-27
| -3% | -$8.38K | 0.12% | 151 |
|
|
2017
Q2 | $274K | Buy |
987
+100
| +11% | +$27.8K | 0.11% | 158 |
|
|
2017
Q1 | $237K | Sell |
887
-1,900
| -68% | -$508K | 0.1% | 169 |
|
|
2016
Q4 | $697K | Buy |
2,787
+100
| +4% | +$25K | 0.33% | 82 |
|
|
2016
Q3 | $644K | Buy |
+2,687
| New | +$644K | 0.3% | 81 |
|