KFS
Kaizen Financial Strategies’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-601
| Closed | -$273K | – | 144 |
|
|
2024
Q1 | $273K | Sell |
601
-106
| -15% | -$48.2K | 0.19% | 91 |
|
|
2023
Q4 | $320K | Sell |
707
-2
| -0.3% | -$906 | 0.24% | 70 |
|
|
2023
Q3 | $290K | Hold |
709
| – | – | 0.24% | 69 |
|
|
2023
Q2 | $328K | Buy |
709
+201
| +40% | +$92.9K | 0.28% | 60 |
|
|
2023
Q1 | $240K | Sell |
508
-9
| -2% | -$4.26K | 0.24% | 83 |
|
|
2022
Q4 | $233K | Buy |
+517
| New | +$233K | 0.23% | 99 |
|
|
2022
Q3 | – | Sell |
-529
| Closed | -$228K | – | 126 |
|
|
2022
Q2 | $228K | Buy |
529
+2
| +0.4% | +$862 | 0.23% | 106 |
|
|
2022
Q1 | $233K | Buy |
+527
| New | +$233K | 0.18% | 118 |
|
|
2021
Q1 | – | Sell |
-567
| Closed | -$201K | – | 140 |
|
|
2020
Q4 | $201K | Buy |
+567
| New | +$201K | 0.22% | 114 |
|