PWS
Private Wealth Strategies’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $344K | Sell |
736
-65
| -8% | -$30.4K | 0.07% | 56 |
|
2024
Q1 | $364K | Buy |
801
+6
| +0.8% | +$2.73K | 0.08% | 47 |
|
2023
Q4 | $360K | Sell |
795
-55
| -6% | -$24.9K | 0.08% | 50 |
|
2023
Q3 | $348K | Sell |
850
-47
| -5% | -$19.2K | 0.09% | 51 |
|
2023
Q2 | $413K | Sell |
897
-14
| -2% | -$6.45K | 0.1% | 49 |
|
2023
Q1 | $431K | Buy |
911
+6
| +0.7% | +$2.84K | 0.11% | 49 |
|
2022
Q4 | $441K | Sell |
905
-21
| -2% | -$10.2K | 0.12% | 49 |
|
2022
Q3 | $359K | Sell |
926
-17
| -2% | -$6.59K | 0.1% | 55 |
|
2022
Q2 | $405K | Buy |
943
+7
| +0.7% | +$3.01K | 0.11% | 56 |
|
2022
Q1 | $412K | Buy |
936
+7
| +0.8% | +$3.08K | 0.1% | 60 |
|
2021
Q4 | $330K | Sell |
929
-28
| -3% | -$9.95K | 0.08% | 65 |
|
2021
Q3 | $332K | Buy |
957
+11
| +1% | +$3.82K | 0.08% | 63 |
|
2021
Q2 | $358K | Buy |
946
+8
| +0.9% | +$3.03K | 0.09% | 59 |
|
2021
Q1 | $348K | Buy |
938
+5
| +0.5% | +$1.86K | 0.1% | 57 |
|
2020
Q4 | $331K | Sell |
933
-24
| -3% | -$8.51K | 0.1% | 56 |
|
2020
Q3 | $367K | Buy |
957
+4
| +0.4% | +$1.53K | 0.13% | 50 |
|
2020
Q2 | $348K | Buy |
953
+7
| +0.7% | +$2.56K | 0.15% | 47 |
|
2020
Q1 | $320K | Buy |
946
+6
| +0.6% | +$2.03K | 0.16% | 53 |
|
2019
Q4 | $366K | Buy |
+940
| New | +$366K | 0.15% | 54 |
|