J.W. Coons Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-792
| Closed | -$282K | – | 274 |
|
2021
Q4 | $282K | Hold |
792
| – | – | 0.09% | 200 |
|
2021
Q3 | $274K | Hold |
792
| – | – | 0.09% | 190 |
|
2021
Q2 | $300K | Sell |
792
-18
| -2% | -$6.82K | 0.11% | 174 |
|
2021
Q1 | $300K | Hold |
810
| – | – | 0.11% | 173 |
|
2020
Q4 | $286K | Buy |
810
+232
| +40% | +$81.9K | 0.11% | 168 |
|
2020
Q3 | $221K | Sell |
578
-51
| -8% | -$19.5K | 0.09% | 182 |
|
2020
Q2 | $229K | Hold |
629
| – | – | 0.1% | 171 |
|
2020
Q1 | $213K | Buy |
+629
| New | +$213K | 0.11% | 171 |
|