WEPOG
Wealth Enhancement & Preservation of GA’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $802K | Buy |
1,742
+311
| +22% | +$143K | 0.77% | 20 |
|
|
2023
Q1 | $676K | Buy |
1,431
+72
| +5% | +$34K | 0.81% | 26 |
|
|
2022
Q4 | $661K | Buy |
1,359
+295
| +28% | +$143K | 1.08% | 21 |
|
|
2022
Q3 | $411K | Sell |
1,064
-1,510
| -59% | -$583K | 0.66% | 37 |
|
|
2022
Q2 | $1.07M | Sell |
2,574
-774
| -23% | -$323K | 1.14% | 32 |
|
|
2022
Q1 | $1.48M | Sell |
3,348
-4
| -0.1% | -$1.77K | 1.14% | 22 |
|
|
2021
Q4 | $1.19M | Buy |
3,352
+147
| +5% | +$52.2K | 0.8% | 34 |
|
|
2021
Q3 | $1.11M | Buy |
3,205
+369
| +13% | +$127K | 0.85% | 35 |
|
|
2021
Q2 | $1.07M | Buy |
2,836
+107
| +4% | +$40.5K | 0.79% | 36 |
|
|
2021
Q1 | $1.06M | Buy |
2,729
+146
| +6% | +$56.5K | 0.81% | 29 |
|
|
2020
Q4 | $917K | Buy |
2,583
+630
| +32% | +$224K | 0.79% | 39 |
|
|
2020
Q3 | $728K | Buy |
1,953
+655
| +50% | +$244K | 0.75% | 32 |
|
|
2020
Q2 | $430K | Sell |
1,298
-731
| -36% | -$242K | 0.53% | 40 |
|
|
2020
Q1 | $648K | Sell |
2,029
-2,096
| -51% | -$669K | 0.62% | 32 |
|
|
2019
Q4 | $1.6M | Buy |
+4,125
| New | +$1.6M | 0.82% | 27 |
|