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Optimal Asset Management’s Lockheed Martin LMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$1.39M Hold
4,036
0.17% 190
2021
Q2
$1.53M Hold
4,036
0.18% 190
2021
Q1
$1.49M Sell
4,036
-1,100
-21% -$406K 0.19% 181
2020
Q4
$1.82M Buy
5,136
+5
+0.1% +$1.78K 0.26% 134
2020
Q3
$1.97M Sell
5,131
-2,034
-28% -$779K 0.28% 122
2020
Q2
$2.62M Sell
7,165
-13,710
-66% -$5M 0.42% 70
2020
Q1
$7.08K Buy
20,875
+9,515
+84% +$3.23K 0.66% 21
2019
Q4
$4.42M Buy
+11,360
New +$4.42M 0.67% 25