Sageworth Trust’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4
| Closed | -$2K | – | 547 |
|
2022
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 357 |
|
2021
Q3 | – | Sell |
-10
| Closed | -$4K | – | 870 |
|
2021
Q2 | $4K | Sell |
10
-42
| -81% | -$16.8K | ﹤0.01% | 770 |
|
2021
Q1 | $19K | Sell |
52
-99
| -66% | -$36.2K | ﹤0.01% | 234 |
|
2020
Q4 | $54K | Buy |
151
+99
| +190% | +$35.4K | ﹤0.01% | 115 |
|
2020
Q3 | $20K | Hold |
52
| – | – | ﹤0.01% | 113 |
|
2020
Q2 | $19K | Hold |
52
| – | – | ﹤0.01% | 115 |
|
2020
Q1 | $18K | Hold |
52
| – | – | ﹤0.01% | 108 |
|
2019
Q4 | $20K | Buy |
52
+10
| +24% | +$3.85K | ﹤0.01% | 131 |
|
2019
Q3 | $16K | Hold |
42
| – | – | ﹤0.01% | 137 |
|
2019
Q2 | $15K | Sell |
42
-133
| -76% | -$47.5K | ﹤0.01% | 143 |
|
2019
Q1 | $53K | Buy |
+175
| New | +$53K | 0.01% | 75 |
|