Delap Wealth Advisory’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-500
Closed -$236K 57
2023
Q1
$236K Sell
500
-182
-27% -$86K 0.24% 46
2022
Q4
$332K Buy
+682
New +$332K 0.35% 49