Lighthouse Financial Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,214
| Closed | -$1.5M | – | 117 |
|
|
2020
Q4 | $1.5M | Buy |
4,214
+431
| +11% | +$153K | 0.51% | 59 |
|
|
2020
Q3 | $1.45M | Buy |
3,783
+76
| +2% | +$29.1K | 0.55% | 54 |
|
|
2020
Q2 | $1.35M | Sell |
3,707
-133
| -3% | -$48.3K | 0.57% | 50 |
|
|
2020
Q1 | $1.3M | Sell |
3,840
-42
| -1% | -$14.2K | 0.79% | 45 |
|
|
2019
Q4 | $1.51M | Buy |
+3,882
| New | +$1.51M | 0.71% | 45 |
|