Summit Wealth & Retirement Planning’s Leidos LDOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,278
| Closed | -$240K | – | 110 |
|
|
2022
Q4 | $240K | Buy |
+2,278
| New | +$240K | 0.1% | 93 |
|
|
2022
Q3 | – | Sell |
-2,278
| Closed | -$229K | – | 111 |
|
|
2022
Q2 | $229K | Sell |
2,278
-190
| -8% | -$19.1K | 0.09% | 105 |
|
|
2022
Q1 | $267K | Sell |
2,468
-270
| -10% | -$29.2K | 0.09% | 92 |
|
|
2021
Q4 | $243K | Sell |
2,738
-2,054
| -43% | -$182K | 0.08% | 82 |
|
|
2021
Q3 | $461K | Buy |
+4,792
| New | +$461K | 0.17% | 61 |
|