Private Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-975
| Closed | -$329K | – | 123 |
|
|
2018
Q1 | $329K | Sell |
975
-3,284
| -77% | -$1.11M | 0.06% | 102 |
|
|
2017
Q4 | $1.37M | Buy |
4,259
+584
| +16% | +$187K | 0.25% | 66 |
|
|
2017
Q3 | $1.14M | Buy |
3,675
+956
| +35% | +$297K | 0.23% | 66 |
|
|
2017
Q2 | $755K | Buy |
2,719
+40
| +1% | +$11.1K | 0.16% | 73 |
|
|
2017
Q1 | $717K | Buy |
+2,679
| New | +$717K | 0.16% | 71 |
|
|
2015
Q1 | – | Sell |
-1,208
| Closed | -$233K | – | 144 |
|
|
2014
Q4 | $233K | Buy |
+1,208
| New | +$233K | 0.05% | 130 |
|