SSW
Smith Shellnut Wilson’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,007
| Closed | -$357K | – | 159 |
|
|
2020
Q4 | $357K | Buy |
1,007
+19
| +2% | +$6.74K | 0.21% | 87 |
|
|
2020
Q3 | $379 | Hold |
988
| – | – | 0.14% | 80 |
|
|
2020
Q2 | $361K | Hold |
988
| – | – | 0.26% | 71 |
|
|
2020
Q1 | $335K | Hold |
988
| – | – | 0.28% | 64 |
|
|
2019
Q4 | $385K | Hold |
988
| – | – | 0.26% | 76 |
|
|
2019
Q3 | $385K | Hold |
988
| – | – | 0.29% | 65 |
|
|
2019
Q2 | $359K | Hold |
988
| – | – | 0.27% | 67 |
|
|
2019
Q1 | $297K | Buy |
988
+16
| +2% | +$4.81K | 0.24% | 90 |
|
|
2018
Q4 | $255K | Hold |
972
| – | – | 0.27% | 82 |
|
|
2018
Q3 | $336K | Buy |
+972
| New | +$336K | 0.3% | 57 |
|
|
2018
Q1 | $328K | Sell |
972
-1,267
| -57% | -$428K | 0.28% | 58 |
|
|
2017
Q4 | $719K | Hold |
2,239
| – | – | 0.61% | 31 |
|
|
2017
Q3 | $695K | Sell |
2,239
-500
| -18% | -$155K | 0.61% | 31 |
|
|
2017
Q2 | $680K | Hold |
2,739
| – | – | 0.71% | 30 |
|
|
2017
Q1 | $733K | Sell |
2,739
-68
| -2% | -$18.2K | 0.68% | 27 |
|
|
2016
Q4 | $702K | Buy |
+2,807
| New | +$702K | 0.68% | 31 |
|