Partnervest Advisory Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $324K | Buy |
+846
| New | +$324K | 0.1% | 164 |
|
|
2019
Q4 | – | Sell |
-665
| Closed | -$259K | – | 252 |
|
|
2019
Q3 | $259K | Buy |
665
+57
| +9% | +$22.2K | 0.09% | 185 |
|
|
2019
Q2 | $221K | Buy |
+608
| New | +$221K | 0.09% | 190 |
|
|
2019
Q1 | – | Sell |
-1,703
| Closed | -$446K | – | 246 |
|
|
2018
Q4 | $446K | Sell |
1,703
-72
| -4% | -$18.9K | 0.22% | 95 |
|
|
2018
Q3 | $614K | Buy |
+1,775
| New | +$614K | 0.24% | 84 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$16K | – | 1066 |
|
|
2014
Q1 | $16K | Buy |
+100
| New | +$16K | 0.01% | 555 |
|
|
2013
Q4 | – | Sell |
-791
| Closed | -$101K | – | 1038 |
|
|
2013
Q3 | $101K | Hold |
791
| – | – | 0.05% | 192 |
|
|
2013
Q2 | $86K | Buy |
+791
| New | +$86K | 0.04% | 171 |
|