Estate Counselors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,852
| Closed | -$1.39M | – | 154 |
|
|
2022
Q4 | $1.39M | Hold |
2,852
| – | – | 0.19% | 73 |
|
|
2022
Q3 | $1.1M | Buy |
2,852
+5
| +0.2% | +$1.93K | 0.17% | 72 |
|
|
2022
Q2 | $1.22M | Buy |
+2,847
| New | +$1.22M | 0.18% | 63 |
|
|
2021
Q4 | – | Sell |
-3,725
| Closed | -$1.29M | – | 175 |
|
|
2021
Q3 | $1.29M | Buy |
3,725
+925
| +33% | +$319K | 0.16% | 78 |
|
|
2021
Q2 | $1.06M | Buy |
2,800
+55
| +2% | +$20.8K | 0.14% | 97 |
|
|
2021
Q1 | $1.01M | Buy |
+2,745
| New | +$1.01M | 0.15% | 98 |
|
|
2020
Q2 | – | Sell |
-1,170
| Closed | -$397K | – | 167 |
|
|
2020
Q1 | $397K | Buy |
+1,170
| New | +$397K | 0.07% | 98 |
|