Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-42
| Closed | -$14K | – | 422 |
|
|
2021
Q3 | $14K | Hold |
42
| – | – | ﹤0.01% | 362 |
|
|
2021
Q2 | $16K | Hold |
42
| – | – | ﹤0.01% | 336 |
|
|
2021
Q1 | $16K | Hold |
42
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $15K | Sell |
42
-3
| -7% | -$1.07K | ﹤0.01% | 299 |
|
|
2020
Q3 | $17K | Buy |
45
+3
| +7% | +$1.13K | ﹤0.01% | 290 |
|
|
2020
Q2 | $15K | Buy |
+42
| New | +$15K | ﹤0.01% | 236 |
|
|
2020
Q1 | – | Sell |
-44
| Closed | -$17K | – | 512 |
|
|
2019
Q4 | $17K | Buy |
44
+2
| +5% | +$773 | ﹤0.01% | 244 |
|
|
2019
Q3 | $16K | Hold |
42
| – | – | 0.01% | 125 |
|
|
2019
Q2 | $15K | Buy |
+42
| New | +$15K | 0.01% | 147 |
|
|
2019
Q1 | – | Sell |
-48
| Closed | -$13K | – | 130 |
|
|
2018
Q4 | $13K | Buy |
+48
| New | +$13K | 0.01% | 119 |
|