Holistic Financial Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-835
| Closed | -$283K | – | 105 |
|
|
2020
Q1 | $283K | Sell |
835
-82
| -9% | -$27.8K | 0.29% | 43 |
|
|
2019
Q4 | $357K | Sell |
917
-10
| -1% | -$3.89K | 0.21% | 61 |
|
|
2019
Q3 | $360K | Sell |
927
-3
| -0.3% | -$1.17K | 0.32% | 43 |
|
|
2019
Q2 | $338K | Sell |
930
-2
| -0.2% | -$727 | 0.34% | 39 |
|
|
2019
Q1 | $280K | Buy |
932
+53
| +6% | +$15.9K | 0.12% | 87 |
|
|
2018
Q4 | $230K | Buy |
879
+14
| +2% | +$3.66K | 0.24% | 52 |
|
|
2018
Q3 | $299K | Buy |
+865
| New | +$299K | 0.28% | 46 |
|
|
2018
Q2 | – | Sell |
-815
| Closed | -$275K | – | 226 |
|
|
2018
Q1 | $275K | Sell |
815
-6
| -0.7% | -$2.03K | 0.23% | 48 |
|
|
2017
Q4 | $264K | Buy |
+821
| New | +$264K | 0.22% | 48 |
|