Phillips Wealth Planners’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-480	Closed	-$221K	–	151
2023 Q2	$221K	Sell	480 -67	-12%	-$30.8K	0.29%	131
2023 Q1	$257K	Sell	547 -16	-3%	-$7.51K	0.34%	112
2022 Q4	$271K	Buy	+563	New	+$271K	0.47%	81