New Potomac Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $300K | Hold |
514
| – | – | 0.15% | 76 |
|
|
2024
Q2 | $240K | Hold |
514
| – | – | 0.13% | 80 |
|
|
2024
Q1 | $234K | Sell |
514
-13
| -2% | -$5.91K | 0.13% | 81 |
|
|
2023
Q4 | $239K | Buy |
+527
| New | +$239K | 0.14% | 81 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$65K | – | 146 |
|
|
2018
Q4 | $65K | Hold |
250
| – | – | 0.07% | 94 |
|
|
2018
Q3 | $86K | Hold |
250
| – | – | 0.08% | 87 |
|
|
2018
Q2 | $74K | Hold |
250
| – | – | 0.07% | 93 |
|
|
2018
Q1 | $84K | Buy |
250
+75
| +43% | +$25.2K | 0.08% | 85 |
|
|
2017
Q4 | $56K | Buy |
+175
| New | +$56K | 0.05% | 90 |
|