Meridian Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,015
| Closed | -$1.14M | – | 77 |
|
|
2021
Q2 | $1.14M | Sell |
3,015
-93
| -3% | -$35.2K | 0.27% | 28 |
|
|
2021
Q1 | $1.15M | Buy |
3,108
+44
| +1% | +$16.3K | 0.34% | 26 |
|
|
2020
Q4 | $1.09M | Hold |
3,064
| – | – | 0.45% | 21 |
|
|
2020
Q3 | $1.17M | Sell |
3,064
-14
| -0.5% | -$5.36K | 0.59% | 17 |
|
|
2020
Q2 | $1.12M | Hold |
3,078
| – | – | 0.6% | 17 |
|
|
2020
Q1 | $1.04M | Hold |
3,078
| – | – | 0.62% | 19 |
|
|
2019
Q4 | $1.2M | Buy |
+3,078
| New | +$1.2M | 0.75% | 17 |
|