TVWM
Tower View Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10
| Closed | -$4K | – | 186 |
|
|
2023
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 152 |
|
|
2023
Q2 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 143 |
|
|
2021
Q3 | – | Sell |
-933
| Closed | -$353K | – | 230 |
|
|
2021
Q2 | $353K | Sell |
933
-35
| -4% | -$13.2K | 0.18% | 72 |
|
|
2021
Q1 | $358K | Sell |
968
-7,703
| -89% | -$2.85M | 0.2% | 74 |
|
|
2020
Q4 | $3.08M | Buy |
8,671
+309
| +4% | +$110K | 1.75% | 25 |
|
|
2020
Q3 | $3.21M | Buy |
8,362
+344
| +4% | +$132K | 2.09% | 18 |
|
|
2020
Q2 | $2.93M | Buy |
8,018
+358
| +5% | +$131K | 2.14% | 17 |
|
|
2020
Q1 | $2.6M | Buy |
7,660
+447
| +6% | +$151K | 2.34% | 14 |
|
|
2019
Q4 | $2.81M | Buy |
7,213
+41
| +0.6% | +$16K | 2.13% | 18 |
|
|
2019
Q3 | $2.8M | Buy |
7,172
+157
| +2% | +$61.3K | 2.31% | 14 |
|
|
2019
Q2 | $2.55M | Buy |
7,015
+96
| +1% | +$34.9K | 2.18% | 18 |
|
|
2019
Q1 | $2.08M | Buy |
6,919
+373
| +6% | +$112K | 1.84% | 26 |
|
|
2018
Q4 | $1.71M | Buy |
6,546
+223
| +4% | +$58.4K | 1.77% | 29 |
|
|
2018
Q3 | $2.19M | Buy |
6,323
+4
| +0.1% | +$1.38K | 1.91% | 18 |
|
|
2018
Q2 | $1.87M | Buy |
6,319
+143
| +2% | +$42.3K | 1.76% | 20 |
|
|
2018
Q1 | $2.09M | Sell |
6,176
-461
| -7% | -$156K | 2.09% | 16 |
|
|
2017
Q4 | $2.13M | Buy |
+6,637
| New | +$2.13M | 1.96% | 16 |
|