Independence Trust’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $416K | Sell |
1,297
-5
| -0.4% | -$1.6K | 0.46% | 37 |
|
|
2017
Q3 | $404K | Sell |
1,302
-87
| -6% | -$27K | 0.46% | 37 |
|
|
2017
Q2 | $386K | Sell |
1,389
-20
| -1% | -$5.56K | 0.46% | 38 |
|
|
2017
Q1 | $377K | Buy |
1,409
+67
| +5% | +$17.9K | 0.48% | 41 |
|
|
2016
Q4 | $335K | Sell |
1,342
-16
| -1% | -$3.99K | 0.46% | 43 |
|
|
2016
Q3 | $326K | Sell |
1,358
-1,226
| -47% | -$294K | 0.53% | 34 |
|
|
2016
Q2 | $641K | Buy |
2,584
+80
| +3% | +$19.8K | 0.99% | 24 |
|
|
2016
Q1 | $555K | Sell |
2,504
-1,900
| -43% | -$421K | 0.88% | 27 |
|
|
2015
Q4 | $956K | Hold |
4,404
| – | – | 1.24% | 22 |
|
|
2015
Q3 | $913K | Buy |
4,404
+2,300
| +109% | +$477K | 0.94% | 27 |
|
|
2015
Q2 | $391K | Buy |
2,104
+484
| +30% | +$89.9K | 0.26% | 70 |
|
|
2015
Q1 | $329K | Sell |
1,620
-190
| -10% | -$38.6K | 0.21% | 83 |
|
|
2014
Q4 | $349K | Buy |
+1,810
| New | +$349K | 0.21% | 83 |
|