Hefty Wealth Partners’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$637K Sell
2017
Q4
$1.06M Sell
2017
Q3
$1.73M Sell
2017
Q2
$1.91M Sell
2017
Q1
$2.5M Buy
2016
Q4
$9K Sell
2016
Q3
$14K Sell
2016
Q2
$1.14M Buy
2016
Q1
$999K Buy
2015
Q4
$672K Buy