TRUE Private Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-556
| Closed | -$205K | – | 246 |
|
|
2021
Q1 | $205K | Sell |
556
-653
| -54% | -$241K | 0.03% | 220 |
|
|
2020
Q4 | $429K | Sell |
1,209
-15
| -1% | -$5.32K | 0.07% | 134 |
|
|
2020
Q3 | $469K | Buy |
1,224
+8
| +0.7% | +$3.07K | 0.08% | 130 |
|
|
2020
Q2 | $444K | Buy |
1,216
+218
| +22% | +$79.6K | 0.08% | 125 |
|
|
2020
Q1 | $338K | Sell |
998
-149
| -13% | -$50.5K | 0.07% | 122 |
|
|
2019
Q4 | $446K | Sell |
1,147
-414
| -27% | -$161K | 0.07% | 140 |
|
|
2019
Q3 | $609K | Buy |
1,561
+98
| +7% | +$38.2K | 0.11% | 111 |
|
|
2019
Q2 | $531K | Buy |
1,463
+110
| +8% | +$39.9K | 0.09% | 115 |
|
|
2019
Q1 | $406K | Sell |
1,353
-259
| -16% | -$77.7K | 0.08% | 123 |
|
|
2018
Q4 | $422K | Buy |
1,612
+111
| +7% | +$29.1K | 0.07% | 151 |
|
|
2018
Q3 | $519K | Sell |
1,501
-275
| -15% | -$95.1K | 0.07% | 161 |
|
|
2018
Q2 | $524K | Buy |
+1,776
| New | +$524K | 0.08% | 160 |
|