IWA
Intercontinental Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $410K | Buy |
890
+15
| +2% | +$6.91K | 0.1% | 213 |
|
|
2023
Q1 | $414K | Sell |
875
-4
| -0.5% | -$1.89K | 0.11% | 217 |
|
|
2022
Q4 | $428K | Buy |
879
+7
| +0.8% | +$3.41K | 0.13% | 185 |
|
|
2022
Q3 | $337K | Hold |
872
| – | – | 0.11% | 209 |
|
|
2022
Q2 | $375K | Buy |
872
+84
| +11% | +$36.1K | 0.1% | 195 |
|
|
2022
Q1 | $348K | Sell |
788
-145
| -16% | -$64K | 0.08% | 220 |
|
|
2021
Q4 | $332K | Buy |
933
+71
| +8% | +$25.3K | 0.07% | 232 |
|
|
2021
Q3 | $297K | Sell |
862
-74
| -8% | -$25.5K | 0.07% | 233 |
|
|
2021
Q2 | $354K | Buy |
936
+51
| +6% | +$19.3K | 0.07% | 219 |
|
|
2021
Q1 | $327K | Buy |
885
+302
| +52% | +$112K | 0.07% | 202 |
|
|
2020
Q4 | $207K | Buy |
583
+34
| +6% | +$12.1K | 0.05% | 242 |
|
|
2020
Q3 | $210K | Buy |
+549
| New | +$210K | 0.06% | 188 |
|
|
2020
Q1 | – | Sell |
-391
| Closed | -$170K | – | 245 |
|
|
2019
Q4 | $170K | Sell |
391
-539
| -58% | -$234K | 0.14% | 127 |
|
|
2019
Q3 | $363K | Sell |
930
-10
| -1% | -$3.9K | 0.22% | 84 |
|
|
2019
Q2 | $342K | Sell |
940
-81
| -8% | -$29.5K | 0.18% | 86 |
|
|
2019
Q1 | $306K | Buy |
1,021
+351
| +52% | +$105K | 0.15% | 101 |
|
|
2018
Q4 | $175K | Sell |
670
-33
| -5% | -$8.62K | 0.1% | 130 |
|
|
2018
Q3 | $243K | Buy |
+703
| New | +$243K | 0.12% | 114 |
|