MWPCG
Measured Wealth Private Client Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-699
| Closed | -$248K | – | 161 |
|
|
2020
Q4 | $248K | Sell |
699
-195
| -22% | -$69.2K | 0.1% | 119 |
|
|
2020
Q3 | $343K | Sell |
894
-173
| -16% | -$66.4K | 0.17% | 79 |
|
|
2020
Q2 | $389K | Buy |
1,067
+448
| +72% | +$163K | 0.23% | 58 |
|
|
2020
Q1 | $210K | Buy |
+619
| New | +$210K | 0.16% | 82 |
|
|
2019
Q4 | – | Sell |
-672
| Closed | -$262K | – | 125 |
|
|
2019
Q3 | $262K | Sell |
672
-150
| -18% | -$58.5K | 0.17% | 92 |
|
|
2019
Q2 | $299K | Buy |
+822
| New | +$299K | 0.17% | 130 |
|
|
2018
Q4 | – | Sell |
-162
| Closed | -$56K | – | 435 |
|
|
2018
Q3 | $56K | Buy |
+162
| New | +$56K | 0.03% | 327 |
|