Independent Solutions Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-920
| Closed | -$376K | – | 189 |
|
|
2023
Q3 | $376K | Sell |
920
-35
| -4% | -$14.3K | 0.1% | 145 |
|
|
2023
Q2 | $440K | Sell |
955
-83
| -8% | -$38.2K | 0.11% | 139 |
|
|
2023
Q1 | $491K | Sell |
1,038
-279
| -21% | -$132K | 0.14% | 120 |
|
|
2022
Q4 | $641K | Sell |
1,317
-83
| -6% | -$40.4K | 0.2% | 103 |
|
|
2022
Q3 | $541K | Buy |
1,400
+157
| +13% | +$60.6K | 0.18% | 109 |
|
|
2022
Q2 | $534K | Buy |
1,243
+556
| +81% | +$239K | 0.17% | 112 |
|
|
2022
Q1 | $303K | Buy |
687
+90
| +15% | +$39.7K | 0.07% | 170 |
|
|
2021
Q4 | $212K | Sell |
597
-811
| -58% | -$288K | 0.05% | 217 |
|
|
2021
Q3 | $486K | Sell |
1,408
-353
| -20% | -$122K | 0.12% | 135 |
|
|
2021
Q2 | $666K | Buy |
+1,761
| New | +$666K | 0.16% | 117 |
|