BBA
Braun-Bostich & Associates’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-634
| Closed | -$280K | – | 73 |
|
|
2022
Q1 | $280K | Buy |
+634
| New | +$280K | 0.6% | 54 |
|
|
2021
Q4 | – | Sell |
-1,015
| Closed | -$350K | – | 131 |
|
|
2021
Q3 | $350K | Sell |
1,015
-4
| -0.4% | -$1.38K | 0.66% | 42 |
|
|
2021
Q2 | $386K | Buy |
1,019
+22
| +2% | +$8.33K | 0.7% | 40 |
|
|
2021
Q1 | $368K | Buy |
997
+236
| +31% | +$87.1K | 0.71% | 40 |
|
|
2020
Q4 | $270K | Buy |
761
+222
| +41% | +$78.8K | 0.54% | 45 |
|
|
2020
Q3 | $207K | Sell |
539
-585
| -52% | -$225K | 0.21% | 88 |
|
|
2020
Q2 | $410K | Hold |
1,124
| – | – | 0.4% | 48 |
|
|
2020
Q1 | $380K | Buy |
1,124
+47
| +4% | +$15.9K | 0.48% | 48 |
|
|
2019
Q4 | $430K | Buy |
1,077
+154
| +17% | +$61.5K | 0.42% | 55 |
|
|
2019
Q3 | $360K | Buy |
923
+557
| +152% | +$217K | 0.42% | 55 |
|
|
2019
Q2 | $133K | Sell |
366
-178
| -33% | -$64.7K | 0.14% | 117 |
|
|
2019
Q1 | $163K | Sell |
544
-50
| -8% | -$15K | 0.17% | 121 |
|
|
2018
Q4 | $156K | Hold |
594
| – | – | 0.17% | 106 |
|
|
2018
Q3 | $206K | Sell |
594
-49
| -8% | -$17K | 0.2% | 97 |
|
|
2018
Q2 | $190K | Buy |
643
+182
| +39% | +$53.8K | 0.19% | 101 |
|
|
2018
Q1 | $156K | Sell |
461
-612
| -57% | -$207K | 0.14% | 112 |
|
|
2017
Q4 | $344K | Buy |
+1,073
| New | +$344K | 0.29% | 96 |
|