Walled Lake Planning & Wealth Management’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,434
| Closed | -$356K | – | 85 |
|
|
2022
Q1 | $356K | Hold |
1,434
| – | – | 0.21% | 53 |
|
|
2021
Q4 | $306K | Buy |
1,434
+1
| +0.1% | +$213 | 0.18% | 66 |
|
|
2021
Q3 | $316K | Hold |
1,433
| – | – | 0.19% | 57 |
|
|
2021
Q2 | $310K | Buy |
1,433
+1
| +0.1% | +$216 | 0.2% | 58 |
|
|
2021
Q1 | $290K | Hold |
1,432
| – | – | 0.2% | 57 |
|
|
2020
Q4 | $271K | Buy |
1,432
+1
| +0.1% | +$189 | 0.21% | 60 |
|
|
2020
Q3 | $243K | Hold |
1,431
| – | – | 0.2% | 55 |
|
|
2020
Q2 | $243K | Buy |
1,431
+1
| +0.1% | +$170 | 0.2% | 55 |
|
|
2020
Q1 | $258K | Hold |
1,430
| – | – | 0.24% | 47 |
|
|
2019
Q4 | $283K | Buy |
+1,430
| New | +$283K | 0.2% | 51 |
|