Icon Wealth Partners’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $183K | Sell |
1,052
-18
| -2% | -$3.13K | 0.02% | 301 |
|
|
2023
Q2 | $209K | Sell |
1,070
-143
| -12% | -$28K | 0.02% | 306 |
|
|
2023
Q1 | $238K | Buy |
+1,213
| New | +$238K | 0.03% | 291 |
|
|
2022
Q2 | $312K | Sell |
1,293
-38
| -3% | -$9.17K | 0.04% | 240 |
|
|
2022
Q1 | $331K | Sell |
1,331
-215
| -14% | -$53.5K | 0.03% | 258 |
|
|
2021
Q4 | $330K | Sell |
1,546
-157
| -9% | -$33.5K | 0.03% | 254 |
|
|
2021
Q3 | $375K | Sell |
1,703
-520
| -23% | -$115K | 0.04% | 250 |
|
|
2021
Q2 | $480K | Sell |
2,223
-187
| -8% | -$40.4K | 0.05% | 228 |
|
|
2021
Q1 | $488K | Buy |
2,410
+322
| +15% | +$65.2K | 0.06% | 215 |
|
|
2020
Q4 | $395K | Sell |
2,088
-291
| -12% | -$55.1K | 0.06% | 198 |
|
|
2020
Q3 | $404K | Sell |
2,379
-1,426
| -37% | -$242K | 0.08% | 163 |
|
|
2020
Q2 | $646K | Buy |
3,805
+1,776
| +88% | +$302K | 0.16% | 105 |
|
|
2020
Q1 | $365K | Buy |
2,029
+47
| +2% | +$8.46K | 0.14% | 78 |
|
|
2019
Q4 | $392K | Buy |
1,982
+205
| +12% | +$40.5K | 0.12% | 89 |
|
|
2019
Q3 | $371K | Buy |
+1,777
| New | +$371K | 0.13% | 90 |
|
|
2019
Q2 | – | Sell |
-40
| Closed | -$6K | – | 505 |
|
|
2019
Q1 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 736 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$4K | – | 528 |
|
|
2018
Q2 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 774 |
|
|
2018
Q1 | – | Sell |
-24
| Closed | -$3K | – | 524 |
|
|
2017
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 811 |
|