Hefty Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $637K | Sell |
1,884
-1,414
| -43% | -$478K | 0.41% | 74 |
|
|
2017
Q4 | $1.06M | Sell |
3,298
-2,279
| -41% | -$732K | 0.66% | 40 |
|
|
2017
Q3 | $1.73M | Sell |
5,577
-1,309
| -19% | -$406K | 1.14% | 30 |
|
|
2017
Q2 | $1.91M | Sell |
6,886
-2,442
| -26% | -$678K | 1.31% | 29 |
|
|
2017
Q1 | $2.5M | Buy |
9,328
+9,289
| +23,818% | +$2.49M | 1.82% | 17 |
|
|
2016
Q4 | $9K | Sell |
39
-20
| -34% | -$4.62K | 0.01% | 169 |
|
|
2016
Q3 | $14K | Sell |
59
-4,528
| -99% | -$1.07M | 0.01% | 161 |
|
|
2016
Q2 | $1.14M | Buy |
4,587
+74
| +2% | +$18.4K | 0.94% | 38 |
|
|
2016
Q1 | $999K | Buy |
4,513
+1,415
| +46% | +$313K | 0.93% | 39 |
|
|
2015
Q4 | $672K | Buy |
+3,098
| New | +$672K | 0.64% | 56 |
|