CA
CapWealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-244
| Closed | -$58K | – | 185 |
|
|
2016
Q3 | $58K | Hold |
244
| – | – | 0.01% | 131 |
|
|
2016
Q2 | $61K | Sell |
244
-67
| -22% | -$16.8K | 0.01% | 132 |
|
|
2016
Q1 | $69K | Buy |
+311
| New | +$69K | 0.02% | 119 |
|
|
2015
Q2 | – | Sell |
-42
| Closed | -$9K | – | 306 |
|
|
2015
Q1 | $9K | Buy |
+42
| New | +$9K | ﹤0.01% | 221 |
|
|
2014
Q4 | – | Sell |
-35
| Closed | -$6K | – | 197 |
|
|
2014
Q3 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 277 |
|