Capital Directions Investment Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$21K | – | 231 |
|
|
2022
Q2 | $21K | Sell |
50
-50
| -50% | -$21K | 0.01% | 173 |
|
|
2022
Q1 | $44K | Buy |
+100
| New | +$44K | 0.01% | 151 |
|
|
2021
Q4 | – | Sell |
-102
| Closed | -$35K | – | 145 |
|
|
2021
Q3 | $35K | Buy |
102
+52
| +104% | +$17.8K | 0.01% | 159 |
|
|
2021
Q2 | $19K | Buy |
+50
| New | +$19K | 0.01% | 173 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$18K | – | 279 |
|
|
2020
Q4 | $18K | Hold |
50
| – | – | 0.01% | 158 |
|
|
2020
Q3 | $19K | Hold |
50
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $18K | Sell |
50
-25
| -33% | -$9K | 0.01% | 164 |
|
|
2020
Q1 | $25K | Hold |
75
| – | – | 0.01% | 146 |
|
|
2019
Q4 | $29K | Hold |
75
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $29K | Buy |
+75
| New | +$29K | 0.01% | 161 |
|