SWM
Selective Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-660
| Closed | -$265K | – | 91 |
|
|
2023
Q3 | $265K | Sell |
660
-18
| -3% | -$7.22K | 0.15% | 65 |
|
|
2023
Q2 | $312K | Buy |
+678
| New | +$312K | 0.16% | 75 |
|
|
2022
Q4 | $301K | Buy |
678
+506
| +294% | +$224K | 0.16% | 84 |
|
|
2022
Q3 | $66K | Buy |
172
+12
| +8% | +$4.61K | 0.03% | 261 |
|
|
2022
Q2 | $69K | Sell |
160
-150
| -48% | -$64.7K | 0.02% | 269 |
|
|
2022
Q1 | $137K | Sell |
310
-100
| -24% | -$44.2K | 0.05% | 178 |
|
|
2021
Q4 | $146K | Buy |
410
+150
| +58% | +$53.4K | 0.06% | 158 |
|
|
2021
Q3 | $90K | Buy |
260
+160
| +160% | +$55.4K | 0.05% | 198 |
|
|
2021
Q2 | $38K | Buy |
+100
| New | +$38K | 0.03% | 211 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$7K | – | 409 |
|
|
2020
Q4 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 268 |
|