Stevens First Principles Investment Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $7K | Hold |
19
| – | – | ﹤0.01% | 127 |
|
|
2019
Q1 | $6K | Hold |
19
| – | – | ﹤0.01% | 132 |
|
|
2018
Q4 | $5K | Sell |
19
-44
| -70% | -$11.6K | ﹤0.01% | 134 |
|
|
2018
Q3 | $22K | Hold |
63
| – | – | 0.01% | 120 |
|
|
2018
Q2 | $19K | Buy |
63
+19
| +43% | +$5.73K | 0.01% | 122 |
|
|
2018
Q1 | $15K | Hold |
44
| – | – | 0.01% | 124 |
|
|
2017
Q4 | $14K | Hold |
44
| – | – | 0.01% | 147 |
|
|
2017
Q3 | $14K | Hold |
44
| – | – | 0.01% | 143 |
|
|
2017
Q2 | $12K | Hold |
44
| – | – | 0.01% | 140 |
|
|
2017
Q1 | $12K | Hold |
44
| – | – | 0.01% | 133 |
|
|
2016
Q4 | $11K | Hold |
44
| – | – | 0.01% | 136 |
|
|
2016
Q3 | $11K | Hold |
44
| – | – | 0.01% | 121 |
|
|
2016
Q2 | $11K | Hold |
44
| – | – | 0.01% | 114 |
|
|
2016
Q1 | $10K | Sell |
44
-956
| -96% | -$217K | 0.01% | 111 |
|
|
2015
Q4 | $217K | Buy |
1,000
+400
| +67% | +$86.8K | 0.18% | 54 |
|
|
2015
Q3 | $124K | Buy |
+600
| New | +$124K | 0.1% | 84 |
|