DA
Doliver Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-568
| Closed | -$219K | – | 158 |
|
|
2022
Q3 | $219K | Buy |
+568
| New | +$219K | 0.08% | 134 |
|
|
2022
Q2 | – | Sell |
-1,659
| Closed | -$732K | – | 173 |
|
|
2022
Q1 | $732K | Sell |
1,659
-1,675
| -50% | -$739K | 0.23% | 69 |
|
|
2021
Q4 | $1.3M | Sell |
3,334
-344
| -9% | -$134K | 0.41% | 41 |
|
|
2021
Q3 | $1.27M | Buy |
3,678
+1,625
| +79% | +$561K | 0.43% | 42 |
|
|
2021
Q2 | $777K | Buy |
2,053
+160
| +8% | +$60.6K | 0.26% | 68 |
|
|
2021
Q1 | $699K | Buy |
1,893
+67
| +4% | +$24.7K | 0.26% | 64 |
|
|
2020
Q4 | $648K | Buy |
1,826
+476
| +35% | +$169K | 0.29% | 62 |
|
|
2020
Q3 | $517K | Buy |
1,350
+131
| +11% | +$50.2K | 0.26% | 70 |
|
|
2020
Q2 | $445K | Buy |
1,219
+52
| +4% | +$19K | 0.2% | 70 |
|
|
2020
Q1 | $442K | Sell |
1,167
-284
| -20% | -$108K | 0.22% | 62 |
|
|
2019
Q4 | $565K | Buy |
1,451
+8
| +0.6% | +$3.12K | 0.22% | 49 |
|
|
2019
Q3 | $552K | Buy |
1,443
+133
| +10% | +$50.9K | 0.22% | 50 |
|
|
2019
Q2 | $476K | Hold |
1,310
| – | – | 0.19% | 44 |
|
|
2019
Q1 | $393K | Sell |
1,310
-25
| -2% | -$7.5K | 0.16% | 51 |
|
|
2018
Q4 | $350K | Buy |
+1,335
| New | +$350K | 0.17% | 75 |
|