Transform Wealth’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,126
| Closed | -$448K | – | 236 |
|
|
2023
Q4 | $448K | Sell |
2,126
-47
| -2% | -$9.9K | 0.04% | 179 |
|
|
2023
Q3 | $378K | Buy |
2,173
+173
| +9% | +$30.1K | 0.04% | 187 |
|
|
2023
Q2 | $392K | Buy |
2,000
+11
| +0.6% | +$2.15K | 0.04% | 195 |
|
|
2023
Q1 | $390K | Sell |
1,989
-20
| -1% | -$3.93K | 0.04% | 191 |
|
|
2022
Q4 | $418K | Sell |
2,009
-311
| -13% | -$64.8K | 0.05% | 155 |
|
|
2022
Q3 | $482K | Sell |
2,320
-290
| -11% | -$60.3K | 0.06% | 125 |
|
|
2022
Q2 | $631K | Sell |
2,610
-89
| -3% | -$21.5K | 0.09% | 109 |
|
|
2022
Q1 | $671K | Sell |
2,699
-408
| -13% | -$101K | 0.08% | 137 |
|
|
2021
Q4 | $662K | Sell |
3,107
-397
| -11% | -$84.6K | 0.07% | 141 |
|
|
2021
Q3 | $772K | Sell |
3,504
-258
| -7% | -$56.8K | 0.09% | 134 |
|
|
2021
Q2 | $813K | Sell |
3,762
-120
| -3% | -$25.9K | 0.1% | 135 |
|
|
2021
Q1 | $787K | Sell |
3,882
-12
| -0.3% | -$2.43K | 0.16% | 113 |
|
|
2020
Q4 | $736K | Buy |
3,894
+160
| +4% | +$30.2K | 0.15% | 120 |
|
|
2020
Q3 | $634K | Buy |
3,734
+81
| +2% | +$13.8K | 0.1% | 130 |
|
|
2020
Q2 | $620K | Buy |
3,653
+306
| +9% | +$51.9K | 0.11% | 132 |
|
|
2020
Q1 | $603K | Buy |
3,347
+227
| +7% | +$40.9K | 0.13% | 131 |
|
|
2019
Q4 | $617K | Buy |
3,120
+191
| +7% | +$37.8K | 0.1% | 146 |
|
|
2019
Q3 | $611K | Sell |
2,929
-3,046
| -51% | -$635K | 0.11% | 137 |
|
|
2019
Q2 | $1.13M | Buy |
+5,975
| New | +$1.13M | 0.17% | 127 |
|