LWA
Lenox Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $97K | Sell |
210
-56
| -21% | -$25.9K | 0.01% | 173 |
|
|
2021
Q4 | $95K | Buy |
266
+9
| +4% | +$3.21K | 0.01% | 174 |
|
|
2021
Q3 | $89K | Buy |
257
+213
| +484% | +$73.8K | 0.01% | 166 |
|
|
2021
Q2 | $17K | Sell |
44
-65
| -60% | -$25.1K | ﹤0.01% | 393 |
|
|
2021
Q1 | $40K | Sell |
109
-4
| -4% | -$1.47K | 0.01% | 218 |
|
|
2020
Q4 | $40K | Buy |
113
+12
| +12% | +$4.25K | 0.01% | 210 |
|
|
2020
Q3 | $39K | Buy |
101
+59
| +140% | +$22.8K | 0.01% | 191 |
|
|
2020
Q2 | $15K | Sell |
42
-175
| -81% | -$62.5K | ﹤0.01% | 333 |
|
|
2020
Q1 | $74K | Sell |
217
-52
| -19% | -$17.7K | 0.01% | 110 |
|
|
2019
Q4 | $105K | Buy |
269
+2
| +0.7% | +$781 | 0.02% | 116 |
|
|
2019
Q3 | $104K | Sell |
267
-8
| -3% | -$3.12K | 0.02% | 112 |
|
|
2019
Q2 | $100K | Sell |
275
-282
| -51% | -$103K | 0.02% | 112 |
|
|
2019
Q1 | $167K | Buy |
557
+32
| +6% | +$9.59K | 0.03% | 80 |
|
|
2018
Q4 | $137K | Sell |
525
-250
| -32% | -$65.2K | 0.03% | 84 |
|
|
2018
Q3 | $268K | Buy |
775
+500
| +182% | +$173K | 0.05% | 59 |
|
|
2018
Q2 | $81K | Hold |
275
| – | – | 0.02% | 99 |
|
|
2018
Q1 | $93K | Hold |
275
| – | – | 0.02% | 108 |
|
|
2017
Q4 | $88K | Sell |
275
-1
| -0.4% | -$320 | 0.02% | 78 |
|
|
2017
Q3 | $86K | Buy |
276
+1
| +0.4% | +$312 | 0.03% | 43 |
|
|
2017
Q2 | $76K | Hold |
275
| – | – | 0.02% | 43 |
|
|
2017
Q1 | $74K | Hold |
275
| – | – | 0.02% | 40 |
|
|
2016
Q4 | $69K | Hold |
275
| – | – | 0.02% | 44 |
|
|
2016
Q3 | $66K | Hold |
275
| – | – | 0.02% | 70 |
|
|
2016
Q2 | $68K | Buy |
+275
| New | +$68K | 0.02% | 69 |
|
|
2016
Q1 | – | Sell |
-14
| Closed | -$3K | – | 342 |
|
|
2015
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 283 |
|
|
2015
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 313 |
|
|
2015
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 248 |
|
|
2015
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 282 |
|
|
2014
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 288 |
|
|
2014
Q1 | – | Sell |
-149
| Closed | -$22K | – | 277 |
|
|
2013
Q4 | $22K | Buy |
+149
| New | +$22K | 0.02% | 107 |
|