CCG Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-986
| Closed | -$480K | – | 84 |
|
|
2022
Q4 | $480K | Buy |
986
+14
| +1% | +$6.81K | 0.27% | 42 |
|
|
2022
Q3 | $376K | Sell |
972
-15
| -2% | -$5.8K | 0.23% | 47 |
|
|
2022
Q2 | $424K | Hold |
987
| – | – | 0.24% | 48 |
|
|
2022
Q1 | $436K | Buy |
987
+343
| +53% | +$152K | 0.21% | 60 |
|
|
2021
Q4 | $229K | Buy |
644
+14
| +2% | +$4.98K | 0.12% | 82 |
|
|
2021
Q3 | $217K | Sell |
630
-75
| -11% | -$25.8K | 0.13% | 95 |
|
|
2021
Q2 | $267K | Buy |
705
+93
| +15% | +$35.2K | 0.21% | 52 |
|
|
2021
Q1 | $226K | Hold |
612
| – | – | 0.22% | 63 |
|
|
2020
Q4 | $217K | Buy |
612
+87
| +17% | +$30.8K | 0.23% | 68 |
|
|
2020
Q3 | $201K | Sell |
525
-70
| -12% | -$26.8K | 0.19% | 56 |
|
|
2020
Q2 | $217K | Sell |
595
-7
| -1% | -$2.55K | 0.2% | 49 |
|
|
2020
Q1 | $204K | Sell |
602
-17
| -3% | -$5.76K | 0.2% | 60 |
|
|
2019
Q4 | $241K | Buy |
+619
| New | +$241K | 0.15% | 77 |
|