Cascadia Advisory Services’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$630K Buy
1,824
+125
+7% +$43.2K 0.13% 160
2021
Q2
$643K Buy
1,699
+55
+3% +$20.8K 0.14% 151
2021
Q1
$608K Buy
+1,644
New +$608K 0.13% 149
2020
Q3
$845K Sell
2,204
-3,386
-61% -$1.3M 0.24% 123
2020
Q2
$2.04M Buy
+5,590
New +$2.04M 0.62% 50
2019
Q4
$2.13M Buy
+5,477
New +$2.13M 0.61% 44