CM Wealth Advisors’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,769
| Closed | -$382K | – | 131 |
|
|
2024
Q1 | $382K | Buy |
+1,769
| New | +$382K | 0.11% | 107 |
|
|
2023
Q2 | – | Sell |
-4,781
| Closed | -$930K | – | 308 |
|
|
2023
Q1 | $930K | Buy |
4,781
+3,171
| +197% | +$617K | 0.18% | 170 |
|
|
2022
Q4 | $335K | Hold |
1,610
| – | – | 0.17% | 50 |
|
|
2022
Q3 | $335M | Hold |
1,610
| – | – | 0.19% | 53 |
|
|
2022
Q2 | $389K | Buy |
+1,610
| New | +$389K | 0.24% | 49 |
|