BlueSky Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-492
| Closed | -$223K | – | 40 |
|
|
2023
Q4 | $223K | Sell |
492
-70
| -12% | -$31.7K | 0.04% | 65 |
|
|
2023
Q3 | $230K | Sell |
562
-70
| -11% | -$28.6K | 0.05% | 61 |
|
|
2023
Q2 | $291K | Sell |
632
-136
| -18% | -$62.6K | 0.06% | 61 |
|
|
2023
Q1 | $363K | Sell |
768
-70
| -8% | -$33.1K | 0.08% | 51 |
|
|
2022
Q4 | $408K | Sell |
838
-52
| -6% | -$25.3K | 0.09% | 49 |
|
|
2022
Q3 | $344K | Sell |
890
-4
| -0.4% | -$1.55K | 0.08% | 50 |
|
|
2022
Q2 | $384K | Sell |
894
-70
| -7% | -$30.1K | 0.09% | 50 |
|
|
2022
Q1 | $426K | Sell |
964
-70
| -7% | -$30.9K | 0.08% | 52 |
|
|
2021
Q4 | $367K | Sell |
1,034
-17
| -2% | -$6.03K | 0.07% | 55 |
|
|
2021
Q3 | $363K | Sell |
1,051
-77
| -7% | -$26.6K | 0.07% | 50 |
|
|
2021
Q2 | $432K | Sell |
1,128
-10
| -0.9% | -$3.83K | 0.08% | 44 |
|
|
2021
Q1 | $441K | Sell |
1,138
-140
| -11% | -$54.3K | 0.1% | 40 |
|
|
2020
Q4 | $454K | Sell |
1,278
-36
| -3% | -$12.8K | 0.11% | 37 |
|
|
2020
Q3 | $511K | Sell |
1,314
-38
| -3% | -$14.8K | 0.13% | 35 |
|
|
2020
Q2 | $493K | Buy |
+1,352
| New | +$493K | 0.14% | 34 |
|