LWM
LBA Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $117K | Sell |
439
-2
| -0.5% | -$533 | 0.06% | 137 |
|
|
2016
Q4 | $110K | Sell |
441
-369
| -46% | -$92K | 0.06% | 139 |
|
|
2016
Q3 | $194K | Hold |
810
| – | – | 0.11% | 112 |
|
|
2016
Q2 | $201K | Sell |
810
-75
| -8% | -$18.6K | 0.11% | 105 |
|
|
2016
Q1 | $196K | Buy |
885
+50
| +6% | +$11.1K | 0.11% | 108 |
|
|
2015
Q4 | $181K | Hold |
835
| – | – | 0.1% | 121 |
|
|
2015
Q3 | $173K | Sell |
835
-75
| -8% | -$15.5K | 0.11% | 115 |
|
|
2015
Q2 | $169K | Sell |
910
-75
| -8% | -$13.9K | 0.11% | 105 |
|
|
2015
Q1 | $200K | Sell |
985
-310
| -24% | -$62.9K | 0.13% | 101 |
|
|
2014
Q4 | $249K | Sell |
1,295
-900
| -41% | -$173K | 0.16% | 92 |
|
|
2014
Q3 | $401K | Hold |
2,195
| – | – | 0.28% | 51 |
|
|
2014
Q2 | $353K | Buy |
2,195
+10
| +0.5% | +$1.61K | 0.29% | 58 |
|
|
2014
Q1 | $357K | Sell |
2,185
-50
| -2% | -$8.17K | 0.29% | 58 |
|
|
2013
Q4 | $332K | Buy |
+2,235
| New | +$332K | 0.27% | 60 |
|