Schneider Downs Wealth Management Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-699
| Closed | -$270K | – | 137 |
|
|
2022
Q3 | $270K | Hold |
699
| – | – | 0.08% | 98 |
|
|
2022
Q2 | $301K | Buy |
699
+150
| +27% | +$64.6K | 0.08% | 98 |
|
|
2022
Q1 | $242K | Sell |
549
-155
| -22% | -$68.3K | 0.06% | 129 |
|
|
2021
Q4 | $250K | Buy |
704
+33
| +5% | +$11.7K | 0.06% | 134 |
|
|
2021
Q3 | $232K | Buy |
+671
| New | +$232K | 0.06% | 130 |
|