Taylor Wealth Management Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-50
| Closed | -$17K | – | 129 |
|
|
2018
Q3 | $17K | Hold |
50
| – | – | 0.01% | 89 |
|
|
2018
Q2 | $15K | Sell |
50
-13,184
| -100% | -$3.96M | 0.01% | 97 |
|
|
2018
Q1 | $4.47M | Sell |
13,234
-718
| -5% | -$243K | 2.15% | 19 |
|
|
2017
Q4 | $4.48M | Buy |
13,952
+205
| +1% | +$65.8K | 1.9% | 21 |
|
|
2017
Q3 | $4.27M | Sell |
13,747
-195
| -1% | -$60.5K | 1.9% | 22 |
|
|
2017
Q2 | $3.87M | Sell |
13,942
-258
| -2% | -$71.6K | 1.75% | 26 |
|
|
2017
Q1 | $3.8M | Sell |
14,200
-345
| -2% | -$92.3K | 1.72% | 27 |
|
|
2016
Q4 | $3.64M | Buy |
14,545
+14,145
| +3,536% | +$3.54M | 1.68% | 29 |
|
|
2016
Q3 | $96K | Hold |
400
| – | – | 0.04% | 75 |
|
|
2016
Q2 | $99K | Hold |
400
| – | – | 0.04% | 69 |
|
|
2016
Q1 | $89K | Buy |
+400
| New | +$89K | 0.04% | 64 |
|