Epstein & White Financial’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $300K | Buy |
783
+130
| +20% | +$49.8K | 0.08% | 69 |
|
|
2021
Q1 | $239K | Sell |
653
-166
| -20% | -$60.8K | 0.07% | 73 |
|
|
2020
Q4 | $291K | Buy |
819
+196
| +31% | +$69.6K | 0.09% | 60 |
|
|
2020
Q3 | $238K | Sell |
623
-1
| -0.2% | -$382 | 0.08% | 64 |
|
|
2020
Q2 | $228K | Buy |
624
+12
| +2% | +$4.39K | 0.09% | 66 |
|
|
2020
Q1 | $208K | Sell |
612
-74
| -11% | -$25.2K | 0.09% | 73 |
|
|
2019
Q4 | $268K | Sell |
686
-1,755
| -72% | -$686K | 0.12% | 60 |
|
|
2019
Q3 | $961K | Buy |
2,441
+792
| +48% | +$312K | 0.47% | 21 |
|
|
2019
Q2 | $599K | Buy |
+1,649
| New | +$599K | 0.32% | 35 |
|
|
2018
Q4 | – | Sell |
-603
| Closed | -$209K | – | 92 |
|
|
2018
Q3 | $209K | Buy |
+603
| New | +$209K | 0.14% | 85 |
|