Waldron Private Wealth’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-931
| Closed | -$221K | – | 432 |
|
2024
Q3 | $221K | Sell |
931
-72
| -7% | -$17.1K | 0.01% | 382 |
|
2024
Q2 | $225K | Buy |
+1,003
| New | +$225K | 0.01% | 376 |
|
2023
Q3 | – | Sell |
-1,036
| Closed | -$203K | – | 394 |
|
2023
Q2 | $203K | Buy |
1,036
+7
| +0.7% | +$1.37K | 0.01% | 357 |
|
2023
Q1 | $202K | Buy |
+1,029
| New | +$202K | 0.01% | 395 |
|
2022
Q3 | – | Sell |
-1,172
| Closed | -$283K | – | 386 |
|
2022
Q2 | $283K | Sell |
1,172
-36
| -3% | -$8.69K | 0.02% | 307 |
|
2022
Q1 | $300K | Buy |
+1,208
| New | +$300K | 0.02% | 313 |
|