Insight Wealth Strategies’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-6,312
| Closed | -$2.24M | – | 165 |
|
2021
Q4 | $2.24M | Buy |
6,312
+896
| +17% | +$318K | 0.32% | 45 |
|
2021
Q3 | $1.87M | Buy |
5,416
+353
| +7% | +$122K | 0.26% | 54 |
|
2021
Q2 | $1.92M | Sell |
5,063
-1,176
| -19% | -$445K | 0.27% | 49 |
|
2021
Q1 | $2.31M | Buy |
6,239
+2,268
| +57% | +$838K | 0.31% | 44 |
|
2020
Q4 | $1.41M | Buy |
3,971
+263
| +7% | +$93.3K | 0.24% | 60 |
|
2020
Q3 | $1.42M | Buy |
3,708
+686
| +23% | +$263K | 0.26% | 44 |
|
2020
Q2 | $1.1M | Buy |
3,022
+267
| +10% | +$97.5K | 0.25% | 41 |
|
2020
Q1 | $934K | Sell |
2,755
-1,834
| -40% | -$622K | 0.25% | 38 |
|
2019
Q4 | $1.79M | Buy |
4,589
+510
| +13% | +$199K | 0.38% | 56 |
|
2019
Q3 | $1.59M | Buy |
4,079
+3,390
| +492% | +$1.32M | 0.37% | 54 |
|
2019
Q2 | $250K | Buy |
+689
| New | +$250K | 0.06% | 145 |
|