CPA
Clear Perspective Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $323K | Buy |
910
+195
| +27% | +$69.2K | 0.1% | 133 |
|
|
2021
Q3 | $247K | Sell |
715
-65
| -8% | -$22.5K | 0.08% | 144 |
|
|
2021
Q2 | $295K | Sell |
780
-22
| -3% | -$8.32K | 0.1% | 127 |
|
|
2021
Q1 | $296K | Buy |
802
+25
| +3% | +$9.23K | 0.12% | 122 |
|
|
2020
Q4 | $276K | Buy |
777
+30
| +4% | +$10.7K | 0.11% | 121 |
|
|
2020
Q3 | $383 | Buy |
747
+5
| +0.7% | +$3 | 0.18% | 93 |
|
|
2020
Q2 | $271K | Sell |
742
-113
| -13% | -$41.3K | 0.15% | 104 |
|
|
2020
Q1 | $290K | Sell |
855
-14
| -2% | -$4.75K | 0.19% | 89 |
|
|
2019
Q4 | $338K | Sell |
869
-75
| -8% | -$29.2K | 0.21% | 100 |
|
|
2019
Q3 | $368K | Hold |
944
| – | – | 0.17% | 99 |
|
|
2019
Q2 | $343K | Sell |
944
-200
| -17% | -$72.7K | 0.22% | 100 |
|
|
2019
Q1 | $355K | Hold |
1,144
| – | – | 0.25% | 96 |
|
|
2018
Q4 | $300K | Buy |
1,144
+320
| +39% | +$83.9K | 0.25% | 99 |
|
|
2018
Q3 | $285K | Sell |
824
-50
| -6% | -$17.3K | 0.21% | 118 |
|
|
2018
Q2 | $258K | Buy |
874
+4
| +0.5% | +$1.18K | 0.18% | 121 |
|
|
2018
Q1 | $294K | Hold |
870
| – | – | 0.22% | 105 |
|
|
2017
Q4 | $279K | Hold |
870
| – | – | 0.21% | 110 |
|
|
2017
Q3 | $270K | Sell |
870
-50
| -5% | -$15.5K | 0.22% | 106 |
|
|
2017
Q2 | $255K | Hold |
920
| – | – | 0.21% | 108 |
|
|
2017
Q1 | $246K | Sell |
920
-550
| -37% | -$147K | 0.16% | 108 |
|
|
2016
Q4 | $367K | Buy |
+1,470
| New | +$367K | 0.24% | 85 |
|