Strategic Wealth Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,170
Closed -$415K 73
2020
Q4
$415K Hold
1,170
0.25% 52
2020
Q3
$448K Sell
1,170
-30
-3% -$11.5K 0.33% 51
2020
Q2
$438K Buy
+1,200
New +$438K 0.41% 40