IWA
IVC Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-429
| Closed | -$203K | – | 164 |
|
|
2023
Q1 | $203K | Sell |
429
-15
| -3% | -$7.09K | 0.14% | 140 |
|
|
2022
Q4 | $216K | Buy |
+444
| New | +$216K | 0.16% | 137 |
|
|
2022
Q2 | – | Sell |
-540
| Closed | -$238K | – | 144 |
|
|
2022
Q1 | $238K | Sell |
540
-247
| -31% | -$109K | 0.16% | 133 |
|
|
2021
Q4 | $280K | Sell |
787
-45
| -5% | -$16K | 0.18% | 115 |
|
|
2021
Q3 | $287K | Buy |
832
+46
| +6% | +$15.9K | 0.2% | 109 |
|
|
2021
Q2 | $297K | Buy |
786
+31
| +4% | +$11.7K | 0.21% | 109 |
|
|
2021
Q1 | $279K | Buy |
+755
| New | +$279K | 0.22% | 100 |
|