Harvest Group Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-147
| Closed | -$52K | – | 403 |
|
|
2020
Q4 | $52K | Sell |
147
-37
| -20% | -$13.1K | 0.03% | 105 |
|
|
2020
Q3 | $71K | Sell |
184
-56
| -23% | -$21.6K | 0.05% | 76 |
|
|
2020
Q2 | $87K | Buy |
240
+2
| +0.8% | +$725 | 0.07% | 57 |
|
|
2020
Q1 | $80K | Buy |
238
+3
| +1% | +$1.01K | 0.08% | 64 |
|
|
2019
Q4 | $91K | Buy |
235
+227
| +2,838% | +$87.9K | 0.08% | 59 |
|
|
2019
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 568 |
|
|
2019
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 560 |
|
|
2019
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 643 |
|