IWA
IBEX Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$567 | – | 135 |
|
|
2023
Q4 | $567 | Buy |
+1
| New | +$567 | 0.12% | 73 |
|
|
2022
Q3 | – | Sell |
-564
| Closed | -$242K | – | 158 |
|
|
2022
Q2 | $242K | Sell |
564
-18
| -3% | -$7.72K | 0.06% | 138 |
|
|
2022
Q1 | $257K | Buy |
+582
| New | +$257K | 0.05% | 143 |
|
|
2021
Q1 | – | Sell |
-14,892
| Closed | -$5.29M | – | 121 |
|
|
2020
Q4 | $5.29M | Buy |
14,892
+278
| +2% | +$98.7K | 1.38% | 23 |
|
|
2020
Q3 | $5.6M | Sell |
14,614
-639
| -4% | -$245K | 1.63% | 16 |
|
|
2020
Q2 | $5.57M | Sell |
15,253
-221
| -1% | -$80.6K | 1.79% | 12 |
|
|
2020
Q1 | $5.25M | Sell |
15,474
-4,196
| -21% | -$1.42M | 2.04% | 9 |
|
|
2019
Q4 | $7.66M | Buy |
19,670
+928
| +5% | +$361K | 2.35% | 8 |
|
|
2019
Q3 | $7.31M | Buy |
18,742
+3,985
| +27% | +$1.55M | 2.43% | 8 |
|
|
2019
Q2 | $5.36M | Buy |
14,757
+201
| +1% | +$73.1K | 1.55% | 13 |
|
|
2019
Q1 | $4.37M | Buy |
14,556
+667
| +5% | +$200K | 1.53% | 16 |
|
|
2018
Q4 | $3.64M | Sell |
13,889
-179
| -1% | -$46.9K | 1.66% | 16 |
|
|
2018
Q3 | $4.89M | Sell |
14,068
-4,253
| -23% | -$1.48M | 1.75% | 17 |
|
|
2018
Q2 | $6.1M | Hold |
18,321
| – | – | 2.44% | 6 |
|
|
2018
Q1 | $6.1M | Buy |
18,321
+57
| +0.3% | +$19K | 2.48% | 6 |
|
|
2017
Q4 | $5.99M | Buy |
18,264
+47
| +0.3% | +$15.4K | 2.65% | 8 |
|
|
2017
Q3 | $5.78M | Sell |
18,217
-36
| -0.2% | -$11.4K | 2.14% | 6 |
|
|
2017
Q2 | $5.21M | Buy |
18,253
+1,423
| +8% | +$406K | 2.05% | 6 |
|
|
2017
Q1 | $4.49M | Buy |
16,830
+927
| +6% | +$247K | 2.77% | 7 |
|
|
2016
Q4 | $4.1M | Buy |
15,903
+510
| +3% | +$131K | 1.96% | 8 |
|
|
2016
Q3 | $3.69M | Buy |
+15,393
| New | +$3.69M | 2.02% | 10 |
|