ERTS Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-621
| Closed | -$282K | – | 90 |
|
|
2024
Q1 | $282K | Sell |
621
-56
| -8% | -$25.5K | 0.06% | 77 |
|
|
2023
Q4 | $307K | Buy |
677
+3
| +0.4% | +$1.36K | 0.07% | 67 |
|
|
2023
Q3 | $276K | Sell |
674
-36
| -5% | -$14.7K | 0.07% | 66 |
|
|
2023
Q2 | $327K | Buy |
710
+21
| +3% | +$9.67K | 0.08% | 63 |
|
|
2023
Q1 | $326K | Sell |
689
-290
| -30% | -$137K | 0.08% | 66 |
|
|
2022
Q4 | $476K | Sell |
979
-24
| -2% | -$11.7K | 0.12% | 57 |
|
|
2022
Q3 | $387K | Sell |
1,003
-26
| -3% | -$10K | 0.11% | 57 |
|
|
2022
Q2 | $442K | Sell |
1,029
-2
| -0.2% | -$859 | 0.13% | 56 |
|
|
2022
Q1 | $455K | Sell |
1,031
-17
| -2% | -$7.5K | 0.13% | 49 |
|
|
2021
Q4 | $370K | Buy |
1,048
+148
| +16% | +$52.3K | 0.09% | 60 |
|
|
2021
Q3 | $311K | Buy |
900
+116
| +15% | +$40.1K | 0.08% | 62 |
|
|
2021
Q2 | $297K | Buy |
784
+22
| +3% | +$8.33K | 0.08% | 67 |
|
|
2021
Q1 | $282K | Buy |
+762
| New | +$282K | 0.08% | 69 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$26K | – | 215 |
|
|
2018
Q4 | $26K | Buy |
+100
| New | +$26K | 0.02% | 197 |
|