LWM
Lyons Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,409
| Closed | -$633K | – | 27 |
|
|
2018
Q4 | $633K | Sell |
2,409
-181
| -7% | -$47.6K | 2.06% | 22 |
|
|
2018
Q3 | $896K | Sell |
2,590
-83
| -3% | -$28.7K | 1.77% | 17 |
|
|
2018
Q2 | $788K | Sell |
2,673
-28
| -1% | -$8.25K | 1.13% | 27 |
|
|
2018
Q1 | $914K | Sell |
2,701
-38
| -1% | -$12.9K | 1.39% | 14 |
|
|
2017
Q4 | $877K | Sell |
2,739
-51
| -2% | -$16.3K | 1.43% | 17 |
|
|
2017
Q3 | $865K | Sell |
2,790
-634
| -19% | -$197K | 1.3% | 15 |
|
|
2017
Q2 | $949K | Buy |
3,424
+118
| +4% | +$32.7K | 1.33% | 15 |
|
|
2017
Q1 | $886K | Buy |
3,306
+41
| +1% | +$11K | 0.93% | 19 |
|
|
2016
Q4 | $808K | Buy |
+3,265
| New | +$808K | 1.1% | 23 |
|
|
2015
Q3 | – | Sell |
-4,989
| Closed | -$929K | – | 57 |
|
|
2015
Q2 | $929K | Sell |
4,989
-856
| -15% | -$159K | 1.06% | 25 |
|
|
2015
Q1 | $1.19M | Sell |
5,845
-117
| -2% | -$23.7K | 1.29% | 12 |
|
|
2014
Q4 | $1.15M | Sell |
5,962
-566
| -9% | -$109K | 1.2% | 16 |
|
|
2014
Q3 | $1.2M | Buy |
6,528
+5,037
| +338% | +$922K | 1.27% | 13 |
|
|
2014
Q2 | $239K | Buy |
+1,491
| New | +$239K | 0.21% | 58 |
|