CWM
Confluence Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $578K | Buy |
1,481
+10
| +0.7% | +$3.9K | 0.28% | 75 |
|
|
2020
Q2 | $537K | Buy |
1,471
+47
| +3% | +$17.2K | 0.25% | 73 |
|
|
2020
Q1 | $483K | Sell |
1,424
-51
| -3% | -$17.3K | 0.27% | 76 |
|
|
2019
Q4 | $574K | Sell |
1,475
-6
| -0.4% | -$2.34K | 0.27% | 79 |
|
|
2019
Q3 | $578K | Buy |
1,481
+1
| +0.1% | +$390 | 0.28% | 75 |
|
|
2019
Q2 | $538K | Hold |
1,480
| – | – | 0.26% | 78 |
|
|
2019
Q1 | $444K | Buy |
1,480
+131
| +10% | +$39.3K | 0.22% | 87 |
|
|
2018
Q4 | $353K | Sell |
1,349
-188
| -12% | -$49.2K | 0.2% | 88 |
|
|
2018
Q3 | $532K | Sell |
1,537
-19
| -1% | -$6.58K | 0.28% | 79 |
|
|
2018
Q2 | $460K | Buy |
1,556
+316
| +25% | +$93.4K | 0.24% | 80 |
|
|
2018
Q1 | $419K | Sell |
1,240
-39
| -3% | -$13.2K | 0.21% | 89 |
|
|
2017
Q4 | $411K | Sell |
1,279
-6
| -0.5% | -$1.93K | 0.2% | 87 |
|
|
2017
Q3 | $399K | Sell |
1,285
-20
| -2% | -$6.21K | 0.2% | 92 |
|
|
2017
Q2 | $362K | Buy |
1,305
+9
| +0.7% | +$2.5K | 0.17% | 94 |
|
|
2017
Q1 | $347K | Sell |
1,296
-79
| -6% | -$21.2K | 0.17% | 99 |
|
|
2016
Q4 | $344K | Sell |
1,375
-102
| -7% | -$25.5K | 0.17% | 102 |
|
|
2016
Q3 | $354K | Buy |
1,477
+122
| +9% | +$29.2K | 0.17% | 103 |
|
|
2016
Q2 | $336K | Buy |
1,355
+44
| +3% | +$10.9K | 0.17% | 105 |
|
|
2016
Q1 | $290K | Buy |
1,311
+118
| +10% | +$26.1K | 0.13% | 115 |
|
|
2015
Q4 | $259K | Buy |
1,193
+37
| +3% | +$8.03K | 0.13% | 118 |
|
|
2015
Q3 | $240K | Buy |
+1,156
| New | +$240K | 0.13% | 108 |
|