RFWA
RPg Family Wealth Advisory’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $41.9K | Hold |
118
| – | – | 0.02% | 171 |
|
|
2020
Q3 | $45.2K | Hold |
118
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $43.1K | Hold |
118
| – | – | 0.03% | 165 |
|
|
2020
Q1 | $40K | Hold |
118
| – | – | 0.03% | 148 |
|
|
2019
Q4 | $45.9K | Sell |
118
-92
| -44% | -$35.8K | 0.03% | 168 |
|
|
2019
Q3 | $81.9K | Buy |
+210
| New | +$81.9K | 0.05% | 123 |
|
|
2018
Q4 | – | Sell |
-12,627
| Closed | -$4.37M | – | 243 |
|
|
2018
Q3 | $4.37M | Buy |
12,627
+86
| +0.7% | +$29.8K | 3.29% | 8 |
|
|
2018
Q2 | $3.7M | Sell |
12,541
-185
| -1% | -$54.7K | 2.88% | 14 |
|
|
2018
Q1 | $4.3M | Buy |
+12,726
| New | +$4.3M | 3.53% | 12 |
|