SWS Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$11.2K | – | 213 |
|
|
2024
Q2 | $11.2K | Buy |
+24
| New | +$11.2K | ﹤0.01% | 238 |
|
|
2020
Q3 | – | Sell |
-1,521
| Closed | -$576K | – | 116 |
|
|
2020
Q2 | $576K | Buy |
1,521
+161
| +12% | +$61K | 0.73% | 57 |
|
|
2020
Q1 | $461K | Buy |
+1,360
| New | +$461K | 0.33% | 81 |
|
|
2019
Q3 | $466K | Sell |
1,186
-127
| -10% | -$49.9K | 0.28% | 77 |
|
|
2019
Q2 | $468K | Buy |
+1,313
| New | +$468K | 0.3% | 80 |
|
|
2018
Q4 | $270K | Buy |
1,031
+21
| +2% | +$5.5K | 0.2% | 82 |
|
|
2018
Q3 | $349K | Buy |
1,010
+99
| +11% | +$34.2K | 0.22% | 76 |
|
|
2018
Q2 | $269K | Buy |
+911
| New | +$269K | 0.19% | 86 |
|