JWM
Jacobus Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $272K | Hold |
875
| – | – | 0.07% | 139 |
|
|
2017
Q2 | $243K | Hold |
875
| – | – | 0.07% | 145 |
|
|
2017
Q1 | $234K | Hold |
875
| – | – | 0.07% | 144 |
|
|
2016
Q4 | $219K | Hold |
875
| – | – | 0.06% | 149 |
|
|
2016
Q3 | $210K | Hold |
875
| – | – | 0.06% | 169 |
|
|
2016
Q2 | $217K | Sell |
875
-725
| -45% | -$180K | 0.07% | 160 |
|
|
2016
Q1 | $354K | Sell |
1,600
-30
| -2% | -$6.64K | 0.1% | 155 |
|
|
2015
Q4 | $354K | Sell |
1,630
-125
| -7% | -$27.1K | 0.1% | 154 |
|
|
2015
Q3 | $364K | Hold |
1,755
| – | – | 0.11% | 145 |
|
|
2015
Q2 | $326K | Sell |
1,755
-22
| -1% | -$4.09K | 0.08% | 170 |
|
|
2015
Q1 | $361K | Hold |
1,777
| – | – | 0.09% | 154 |
|
|
2014
Q4 | $342K | Hold |
1,777
| – | – | 0.09% | 156 |
|
|
2014
Q3 | $325K | Sell |
1,777
-2,186
| -55% | -$400K | 0.09% | 166 |
|
|
2014
Q2 | $637K | Hold |
3,963
| – | – | 0.16% | 114 |
|
|
2014
Q1 | $647K | Buy |
3,963
+536
| +16% | +$87.5K | 0.16% | 114 |
|
|
2013
Q4 | $509K | Buy |
3,427
+107
| +3% | +$15.9K | 0.15% | 118 |
|
|
2013
Q3 | $423K | Hold |
3,320
| – | – | 0.15% | 108 |
|
|
2013
Q2 | $360K | Buy |
+3,320
| New | +$360K | 0.13% | 121 |
|