Nelson Capital Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-250
| Closed | -$98K | – | 209 |
|
|
2019
Q3 | $98K | Buy |
250
+100
| +67% | +$39.2K | 0.02% | 114 |
|
|
2019
Q2 | $55K | Hold |
150
| – | – | 0.01% | 140 |
|
|
2019
Q1 | $45K | Sell |
150
-24
| -14% | -$7.2K | 0.01% | 139 |
|
|
2018
Q4 | $46K | Hold |
174
| – | – | 0.01% | 134 |
|
|
2018
Q3 | $60K | Buy |
174
+150
| +625% | +$51.7K | 0.01% | 119 |
|
|
2018
Q2 | $7K | Hold |
24
| – | – | ﹤0.01% | 211 |
|
|
2018
Q1 | $8K | Hold |
24
| – | – | ﹤0.01% | 212 |
|
|
2017
Q4 | $8K | Hold |
24
| – | – | ﹤0.01% | 244 |
|
|
2017
Q3 | $7K | Hold |
24
| – | – | ﹤0.01% | 213 |
|
|
2017
Q2 | $7K | Buy |
+24
| New | +$7K | ﹤0.01% | 223 |
|