SYSTM Wealth Solutions’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-785
| Closed | -$357K | – | 832 |
|
|
2024
Q1 | $357K | Sell |
785
-42
| -5% | -$19.1K | 0.05% | 321 |
|
|
2023
Q4 | $375K | Sell |
827
-365
| -31% | -$165K | 0.05% | 301 |
|
|
2023
Q3 | $488K | Sell |
1,192
-216
| -15% | -$88.4K | 0.07% | 289 |
|
|
2023
Q2 | $648K | Sell |
1,408
-3
| -0.2% | -$1.38K | 0.09% | 279 |
|
|
2023
Q1 | $667K | Sell |
1,411
-159
| -10% | -$75.2K | 0.1% | 242 |
|
|
2022
Q4 | $764K | Buy |
+1,570
| New | +$764K | 0.09% | 265 |
|