CWM
C2C Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,172
| Closed | -$542K | – | 173 |
|
|
2023
Q3 | $542K | Hold |
3,172
| – | – | 0.08% | 132 |
|
|
2023
Q2 | $631K | Sell |
3,172
-66
| -2% | -$13.1K | 0.08% | 127 |
|
|
2023
Q1 | $646K | Sell |
3,238
-7
| -0.2% | -$1.4K | 0.1% | 121 |
|
|
2022
Q4 | $629K | Sell |
3,245
-85
| -3% | -$16.5K | 0.11% | 86 |
|
|
2022
Q3 | $746K | Sell |
3,330
-29
| -0.9% | -$6.5K | 0.15% | 77 |
|
|
2022
Q2 | $758K | Hold |
3,359
| – | – | 0.14% | 82 |
|
|
2022
Q1 | $866K | Sell |
3,359
-4
| -0.1% | -$1.03K | 0.15% | 82 |
|
|
2021
Q4 | $717K | Buy |
+3,363
| New | +$717K | 0.1% | 105 |
|