Tower Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-437
| Closed | -$207K | – | 50 |
|
|
2023
Q1 | $207K | Buy |
437
+2
| +0.5% | +$945 | 0.17% | 50 |
|
|
2022
Q4 | $212K | Hold |
435
| – | – | 0.18% | 50 |
|
|
2022
Q3 | $212K | Buy |
+435
| New | +$212K | 0.2% | 50 |
|
|
2021
Q3 | – | Sell |
-550
| Closed | -$208K | – | 52 |
|
|
2021
Q2 | $208K | Sell |
550
-5
| -0.9% | -$1.89K | 0.23% | 47 |
|
|
2021
Q1 | $205K | Buy |
+555
| New | +$205K | 0.26% | 48 |
|