SWM
SVA Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.87M | Sell |
13,726
-29
| -0.2% | -$10.3K | 0.42% | 50 |
|
|
2020
Q3 | $5.27M | Buy |
13,755
+241
| +2% | +$92.4K | 0.52% | 44 |
|
|
2020
Q2 | $4.93M | Buy |
13,514
+2,592
| +24% | +$946K | 0.53% | 47 |
|
|
2020
Q1 | $3.7M | Buy |
10,922
+797
| +8% | +$270K | 0.42% | 51 |
|
|
2019
Q4 | $3.94M | Sell |
10,125
-84
| -0.8% | -$32.7K | 0.36% | 62 |
|
|
2019
Q3 | $3.98M | Sell |
10,209
-22
| -0.2% | -$8.58K | 0.39% | 59 |
|
|
2019
Q2 | $3.72M | Sell |
10,231
-707
| -6% | -$257K | 0.37% | 62 |
|
|
2019
Q1 | $3.28M | Buy |
10,938
+75
| +0.7% | +$22.5K | 0.32% | 74 |
|
|
2018
Q4 | $2.84M | Buy |
10,863
+794
| +8% | +$208K | 0.32% | 76 |
|
|
2018
Q3 | $3.48M | Sell |
10,069
-87
| -0.9% | -$30.1K | 0.35% | 65 |
|
|
2018
Q2 | $3M | Sell |
10,156
-689
| -6% | -$204K | 0.32% | 66 |
|
|
2018
Q1 | $3.37M | Sell |
10,845
-229
| -2% | -$71.1K | 0.42% | 68 |
|
|
2017
Q4 | $3.56M | Buy |
11,074
+229
| +2% | +$73.5K | 0.42% | 64 |
|
|
2017
Q3 | $3.37M | Buy |
10,845
+36
| +0.3% | +$11.2K | 0.42% | 68 |
|
|
2017
Q2 | $3M | Buy |
10,809
+755
| +8% | +$210K | 0.39% | 72 |
|
|
2017
Q1 | $2.69M | Sell |
10,054
-1,823
| -15% | -$488K | 0.36% | 75 |
|
|
2016
Q4 | $2.97M | Sell |
11,877
-287
| -2% | -$71.7K | 0.44% | 68 |
|
|
2016
Q3 | $2.92M | Buy |
12,164
+380
| +3% | +$91.1K | 0.45% | 68 |
|
|
2016
Q2 | $2.92M | Buy |
11,784
+162
| +1% | +$40.2K | 0.47% | 67 |
|
|
2016
Q1 | $2.57M | Buy |
11,622
+318
| +3% | +$70.4K | 0.43% | 68 |
|
|
2015
Q4 | $2.46M | Buy |
11,304
+173
| +2% | +$37.6K | 0.42% | 72 |
|
|
2015
Q3 | $2.31M | Buy |
11,131
+156
| +1% | +$32.3K | 0.43% | 73 |
|
|
2015
Q2 | $2.04M | Sell |
10,975
-84
| -0.8% | -$15.6K | 0.38% | 76 |
|
|
2015
Q1 | $2.25M | Buy |
11,059
+4,947
| +81% | +$1M | 0.41% | 75 |
|
|
2014
Q4 | $1.18M | Buy |
6,112
+199
| +3% | +$38.3K | 0.43% | 53 |
|
|
2014
Q3 | $1.08M | Buy |
5,913
+261
| +5% | +$47.7K | 0.46% | 54 |
|
|
2014
Q2 | $908K | Buy |
5,652
+45
| +0.8% | +$7.23K | 0.39% | 63 |
|
|
2014
Q1 | $915K | Sell |
5,607
-52
| -0.9% | -$8.49K | 0.43% | 57 |
|
|
2013
Q4 | $841K | Buy |
+5,659
| New | +$841K | 0.5% | 55 |
|