LGWM
Litman Gregory Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-254
| Closed | -$94K | – | 136 |
|
|
2021
Q1 | $94K | Hold |
254
| – | – | 0.02% | 78 |
|
|
2020
Q4 | $90K | Sell |
254
-16
| -6% | -$5.67K | 0.02% | 78 |
|
|
2020
Q3 | $103K | Buy |
270
+16
| +6% | +$6.1K | 0.02% | 72 |
|
|
2020
Q2 | $93K | Hold |
254
| – | – | 0.02% | 72 |
|
|
2020
Q1 | $86K | Sell |
254
-13
| -5% | -$4.4K | 0.02% | 66 |
|
|
2019
Q4 | $104K | Sell |
267
-134
| -33% | -$52.2K | 0.02% | 75 |
|
|
2019
Q3 | $156K | Sell |
401
-147
| -27% | -$57.2K | 0.04% | 50 |
|
|
2019
Q2 | $199K | Buy |
548
+294
| +116% | +$107K | 0.05% | 48 |
|
|
2019
Q1 | $76K | Hold |
254
| – | – | 0.02% | 59 |
|
|
2018
Q4 | $66K | Buy |
+254
| New | +$66K | 0.02% | 66 |
|