Triad Financial Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-894
| Closed | -$435K | – | 110 |
|
|
2022
Q4 | $435K | Buy |
894
+4
| +0.4% | +$1.95K | 0.19% | 56 |
|
|
2022
Q3 | $344K | Buy |
890
+2
| +0.2% | +$773 | 0.19% | 63 |
|
|
2022
Q2 | $382K | Sell |
888
-26
| -3% | -$11.2K | 0.21% | 58 |
|
|
2022
Q1 | $403K | Sell |
914
-126
| -12% | -$55.6K | 0.22% | 62 |
|
|
2021
Q4 | $370K | Buy |
+1,040
| New | +$370K | 0.22% | 69 |
|