BWM
BNC Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,252
| Closed | -$2.07M | – | 118 |
|
|
2022
Q4 | $2.07M | Sell |
4,252
-1,561
| -27% | -$759K | 1.22% | 30 |
|
|
2022
Q3 | $2.25M | Sell |
5,813
-56
| -1% | -$21.6K | 1.36% | 22 |
|
|
2022
Q2 | $2.52M | Buy |
5,869
+2,376
| +68% | +$1.02M | 1.32% | 20 |
|
|
2022
Q1 | $1.54M | Buy |
+3,493
| New | +$1.54M | 0.76% | 39 |
|
|
2020
Q4 | – | Sell |
-153
| Closed | -$59K | – | 310 |
|
|
2020
Q3 | $59K | Buy |
+153
| New | +$59K | 0.04% | 155 |
|