Quantum Private Wealth’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,535
| Closed | -$726K | – | 191 |
|
|
2023
Q1 | $726K | Sell |
1,535
-169
| -10% | -$79.9K | 0.39% | 61 |
|
|
2022
Q4 | $829K | Sell |
1,704
-385
| -18% | -$187K | 0.53% | 42 |
|
|
2022
Q3 | $807K | Hold |
2,089
| – | – | 0.5% | 41 |
|
|
2022
Q2 | $898K | Sell |
2,089
-157
| -7% | -$67.5K | 0.53% | 40 |
|
|
2022
Q1 | $984K | Hold |
2,246
| – | – | 0.42% | 47 |
|
|
2021
Q4 | $798K | Buy |
+2,246
| New | +$798K | 0.3% | 69 |
|