Heritage Wealth Management (Arizona)’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $88.5K | Buy |
182
+115
| +172% | +$55.9K | 0.01% | 429 |
|
|
2022
Q3 | $26K | Sell |
67
-30
| -31% | -$11.6K | 0.01% | 487 |
|
|
2022
Q2 | $41.7K | Sell |
97
-514
| -84% | -$221K | 0.01% | 450 |
|
|
2022
Q1 | $270K | Buy |
+611
| New | +$270K | 0.07% | 212 |
|
|
2021
Q3 | $214K | Sell |
620
-1,384
| -69% | -$478K | 0.08% | 206 |
|
|
2021
Q2 | $758K | Sell |
2,004
-847
| -30% | -$320K | 0.29% | 74 |
|
|
2021
Q1 | $1.05M | Buy |
+2,851
| New | +$1.05M | 0.59% | 42 |
|