Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-567
| Closed | -$136K | – | 689 |
|
|
2016
Q3 | $136K | Sell |
567
-103
| -15% | -$24.7K | 0.05% | 279 |
|
|
2016
Q2 | $166K | Sell |
670
-17
| -2% | -$4.21K | 0.06% | 239 |
|
|
2016
Q1 | $152K | Sell |
687
-109
| -14% | -$24.1K | 0.06% | 233 |
|
|
2015
Q4 | $173K | Buy |
796
+42
| +6% | +$9.13K | 0.07% | 207 |
|
|
2015
Q3 | $156K | Buy |
754
+11
| +1% | +$2.28K | 0.07% | 217 |
|
|
2015
Q2 | $138K | Sell |
743
-52
| -7% | -$9.66K | 0.05% | 239 |
|
|
2015
Q1 | $161K | Buy |
+795
| New | +$161K | 0.07% | 219 |
|