Swaine & Leidel Wealth Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.1K | Buy |
+4,098
| New | +$4.1K | 3.15% | 10 |
|
|
2021
Q3 | $2.1M | Buy |
+6,092
| New | +$2.1M | 1.86% | 25 |
|
|
2021
Q1 | $4.1M | Buy |
11,091
+1,798
| +19% | +$664K | 2.64% | 13 |
|
|
2020
Q4 | $3.3M | Buy |
9,293
+44
| +0.5% | +$15.6K | 2.39% | 22 |
|
|
2020
Q3 | $3.55M | Buy |
9,249
+255
| +3% | +$97.7K | 3.46% | 6 |
|
|
2020
Q2 | $3.28M | Buy |
8,994
+204
| +2% | +$74.4K | 3.34% | 11 |
|
|
2020
Q1 | $2.98M | Buy |
8,790
+364
| +4% | +$123K | 3.09% | 8 |
|
|
2019
Q4 | $3.28M | Buy |
+8,426
| New | +$3.28M | 2.74% | 10 |
|
|
2019
Q1 | – | Sell |
-5,245
| Closed | -$1.6M | – | 55 |
|
|
2018
Q4 | $1.6M | Buy |
+5,245
| New | +$1.6M | 2.55% | 17 |
|