Copperleaf Capital’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$409K | – | 84 |
|
|
2023
Q3 | $409K | Sell |
1,000
-89
| -8% | -$36.4K | 0.44% | 53 |
|
|
2023
Q2 | $501K | Buy |
1,089
+6
| +0.6% | +$2.76K | 0.47% | 45 |
|
|
2023
Q1 | $512K | Buy |
1,083
+92
| +9% | +$43.5K | 0.51% | 42 |
|
|
2022
Q4 | $482K | Sell |
991
-172
| -15% | -$83.7K | 0.55% | 44 |
|
|
2022
Q3 | $449K | Sell |
1,163
-65
| -5% | -$25.1K | 0.49% | 51 |
|
|
2022
Q2 | $528K | Buy |
1,228
+52
| +4% | +$22.4K | 0.53% | 48 |
|
|
2022
Q1 | $519K | Buy |
1,176
+101
| +9% | +$44.6K | 0.46% | 51 |
|
|
2021
Q4 | $382K | Buy |
1,075
+175
| +19% | +$62.2K | 0.33% | 53 |
|
|
2021
Q3 | $311K | Buy |
+900
| New | +$311K | 0.3% | 50 |
|