Ranch Capital Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-320
| Closed | -$111K | – | 373 |
|
|
2021
Q3 | $111K | Buy |
320
+45
| +16% | +$15.6K | 0.07% | 198 |
|
|
2021
Q2 | $104K | Sell |
275
-11
| -4% | -$4.16K | 0.06% | 214 |
|
|
2021
Q1 | $105K | Buy |
286
+11
| +4% | +$4.04K | 0.07% | 210 |
|
|
2020
Q4 | $97K | Hold |
275
| – | – | 0.07% | 213 |
|
|
2020
Q3 | $105K | Hold |
275
| – | – | 0.08% | 187 |
|
|
2020
Q2 | $107K | Sell |
275
-1,651
| -86% | -$642K | 0.08% | 197 |
|
|
2020
Q1 | $652K | Buy |
1,926
+38
| +2% | +$12.9K | 0.64% | 37 |
|
|
2019
Q4 | $735K | Buy |
1,888
+182
| +11% | +$70.9K | 0.6% | 39 |
|
|
2019
Q3 | $666K | Buy |
+1,706
| New | +$666K | 0.71% | 35 |
|