SWMP
Signature Wealth Management Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,516
| Closed | -$717K | – | 104 |
|
|
2023
Q1 | $717K | Buy |
1,516
+6
| +0.4% | +$2.84K | 0.67% | 40 |
|
|
2022
Q4 | $735K | Sell |
1,510
-20
| -1% | -$9.73K | 0.72% | 37 |
|
|
2022
Q3 | $591K | Sell |
1,530
-120
| -7% | -$46.4K | 0.65% | 43 |
|
|
2022
Q2 | $709K | Sell |
1,650
-4
| -0.2% | -$1.72K | 0.73% | 37 |
|
|
2022
Q1 | $730K | Sell |
1,654
-263
| -14% | -$116K | 0.62% | 46 |
|
|
2021
Q4 | $681K | Sell |
1,917
-130
| -6% | -$46.2K | 0.58% | 44 |
|
|
2021
Q3 | $707K | Buy |
2,047
+160
| +8% | +$55.3K | 0.64% | 39 |
|
|
2021
Q2 | $714K | Hold |
1,887
| – | – | 0.65% | 40 |
|
|
2021
Q1 | $697K | Buy |
1,887
+719
| +62% | +$266K | 0.67% | 40 |
|
|
2020
Q4 | $415K | Buy |
+1,168
| New | +$415K | 0.41% | 56 |
|