TFA
Tranquilli Financial Advisor’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-592
| Closed | -$346K | – | 118 |
|
2024
Q3 | $346K | Sell |
592
-3
| -0.5% | -$1.75K | 0.22% | 81 |
|
2024
Q2 | $278K | Sell |
595
-80
| -12% | -$37.3K | 0.19% | 87 |
|
2024
Q1 | $307K | Buy |
675
+126
| +23% | +$57.3K | 0.2% | 86 |
|
2023
Q4 | $249K | Sell |
549
-305
| -36% | -$138K | 0.18% | 85 |
|
2023
Q3 | $349K | Buy |
854
+49
| +6% | +$20K | 0.25% | 70 |
|
2023
Q2 | $371K | Sell |
805
-304
| -27% | -$140K | 0.26% | 66 |
|
2023
Q1 | $524K | Buy |
1,109
+354
| +47% | +$167K | 0.39% | 47 |
|
2022
Q4 | $367K | Buy |
755
+44
| +6% | +$21.4K | 0.28% | 64 |
|
2022
Q3 | $275K | Buy |
711
+157
| +28% | +$60.7K | 0.22% | 56 |
|
2022
Q2 | $238K | Buy |
554
+89
| +19% | +$38.2K | 0.18% | 58 |
|
2022
Q1 | $205K | Buy |
+465
| New | +$205K | 0.15% | 78 |
|