OWM
OneAscent Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-512
| Closed | -$209K | – | 193 |
|
|
2023
Q3 | $209K | Buy |
+512
| New | +$209K | 0.09% | 154 |
|
|
2023
Q2 | – | Sell |
-628
| Closed | -$297K | – | 153 |
|
|
2023
Q1 | $297K | Sell |
628
-17
| -3% | -$8.04K | 0.12% | 125 |
|
|
2022
Q4 | $314K | Sell |
645
-14
| -2% | -$6.82K | 0.15% | 102 |
|
|
2022
Q3 | $255K | Sell |
659
-244
| -27% | -$94.4K | 0.13% | 110 |
|
|
2022
Q2 | $388K | Buy |
+903
| New | +$388K | 0.2% | 80 |
|