EWM

Edge Wealth Management’s Lockheed Martin LMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-216	Closed	-$77K	–	289
2021 Q4	$77K	Buy	216 +1	+0.5%	+$356	0.01%	147
2021 Q3	$74K	Buy	215 +1	+0.5%	+$344	0.01%	152
2021 Q2	$81K	Hold	214	–	–	0.02%	152
2021 Q1	$79K	Hold	214	–	–	0.02%	154
2020 Q4	$76K	Buy	214 +69	+48%	+$24.5K	0.02%	153
2020 Q3	$56K	Hold	145	–	–	0.01%	194
2020 Q2	$53K	Hold	145	–	–	0.01%	264
2020 Q1	$50K	Sell	145 -1,500	-91%	-$517K	0.01%	239
2019 Q4	$639K	Hold	1,645	–	–	0.13%	89
2019 Q3	$641K	Buy	1,645 +1,500	+1,034%	+$584K	0.15%	84
2019 Q2	$52K	Hold	145	–	–	0.01%	253
2019 Q1	$43K	Hold	145	–	–	0.01%	251
2018 Q4	$38K	Hold	145	–	–	0.01%	270
2018 Q3	$50K	Hold	145	–	–	0.01%	253
2018 Q2	$43K	Hold	145	–	–	0.01%	261
2018 Q1	$49K	Hold	145	–	–	0.01%	225
2017 Q4	$46K	Hold	145	–	–	0.01%	227
2017 Q3	$45K	Hold	145	–	–	0.01%	229
2017 Q2	$41K	Hold	145	–	–	0.01%	229
2017 Q1	$39K	Hold	145	–	–	0.01%	223
2016 Q4	$36K	Hold	145	–	–	0.01%	214
2016 Q3	$35K	Hold	145	–	–	0.01%	210
2016 Q2	$36K	Buy	+145	New	+$36K	0.02%	197
2014 Q2	–	Sell	-223	Closed	-$36K	–	405
2014 Q1	$36K	Hold	223	–	–	0.02%	197
2013 Q4	$33K	Hold	223	–	–	0.02%	184
2013 Q3	$28K	Hold	223	–	–	0.02%	176
2013 Q2	$24K	Buy	+223	New	+$24K	0.02%	176