IRON Financial’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,994
Closed -$970K 105
2022
Q4
$970K Sell
1,994
-166
-8% -$80.8K 0.56% 40
2022
Q3
$834K Buy
2,160
+449
+26% +$173K 0.46% 41
2022
Q2
$735K Buy
1,711
+90
+6% +$38.7K 0.38% 45
2022
Q1
$716K Sell
1,621
-201
-11% -$88.8K 0.33% 46
2021
Q4
$648K Buy
1,822
+32
+2% +$11.4K 0.29% 44
2021
Q3
$618K Buy
1,790
+373
+26% +$129K 0.3% 41
2021
Q2
$536K Buy
1,417
+329
+30% +$124K 0.25% 51
2021
Q1
$402K Buy
+1,088
New +$402K 0.21% 51