TrueWealth LLC’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7.76M | Buy |
21,265
+3,102
| +17% | +$1.13M | 3.26% | 5 |
|
|
2020
Q1 | $6.16M | Sell |
18,163
-31
| -0.2% | -$10.5K | 3% | 5 |
|
|
2019
Q4 | $7.08M | Buy |
18,194
+12
| +0.1% | +$4.67K | 2.87% | 6 |
|
|
2019
Q3 | $7.09M | Buy |
18,182
+1
| +0% | +$390 | 3.06% | 5 |
|
|
2019
Q2 | $6.61M | Sell |
18,181
-13
| -0.1% | -$4.73K | 2.94% | 5 |
|
|
2019
Q1 | $5.46M | Buy |
18,194
+24
| +0.1% | +$7.2K | 2.53% | 6 |
|
|
2018
Q4 | $4.76M | Sell |
18,170
-1,990
| -10% | -$521K | 2.41% | 5 |
|
|
2018
Q3 | $6.98M | Hold |
20,160
| – | – | 3.2% | 5 |
|
|
2018
Q2 | $5.96M | Hold |
20,160
| – | – | 2.83% | 5 |
|
|
2018
Q1 | $6.81M | Buy |
20,160
+1,410
| +8% | +$477K | 3.43% | 2 |
|
|
2017
Q4 | $6.02M | Buy |
+18,750
| New | +$6.02M | 2.83% | 3 |
|