Wealthcare Capital Management’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 |
-108
| Closed | -$40K | – | 399 |
|
|
2021
Q1 | $40K | Buy |
+108
| New | +$40K | ﹤0.01% | 157 |
|
|
2020
Q2 | – | Sell |
-87
| Closed | -$29K | – | 154 |
|
|
2020
Q1 | $29K | Sell |
87
-7
| -7% | -$2.33K | ﹤0.01% | 113 |
|
|
2019
Q4 | $37K | Buy |
94
+19
| +25% | +$7.48K | ﹤0.01% | 125 |
|
|
2019
Q3 | $29K | Hold |
75
| – | – | ﹤0.01% | 116 |
|
|
2019
Q2 | $27K | Hold |
75
| – | – | ﹤0.01% | 111 |
|
|
2019
Q1 | $23K | Hold |
75
| – | – | ﹤0.01% | 129 |
|
|
2018
Q4 | $20K | Hold |
75
| – | – | ﹤0.01% | 127 |
|
|
2018
Q3 | $26K | Sell |
75
-25
| -25% | -$8.67K | ﹤0.01% | 122 |
|
|
2018
Q2 | $30K | Buy |
100
+45
| +82% | +$13.5K | ﹤0.01% | 105 |
|
|
2018
Q1 | $19K | Buy |
55
+30
| +120% | +$10.4K | ﹤0.01% | 119 |
|
|
2017
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 143 |
|
|
2017
Q3 | $8K | Hold |
25
| – | – | ﹤0.01% | 137 |
|
|
2017
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 134 |
|
|
2017
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 138 |
|
|
2016
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 136 |
|
|
2016
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 138 |
|
|
2016
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 140 |
|
|
2016
Q1 | $6K | Sell |
25
-1,988
| -99% | -$477K | ﹤0.01% | 151 |
|
|
2015
Q4 | $437K | Hold |
2,013
| – | – | 0.05% | 28 |
|
|
2015
Q3 | $417K | Hold |
2,013
| – | – | 0.05% | 27 |
|
|
2015
Q2 | $374K | Sell |
2,013
-22
| -1% | -$4.09K | 0.04% | 32 |
|
|
2015
Q1 | $413K | Buy |
2,035
+47
| +2% | +$9.54K | 0.05% | 57 |
|
|
2014
Q4 | $383K | Hold |
1,988
| – | – | 0.05% | 27 |
|
|
2014
Q3 | $363K | Hold |
1,988
| – | – | 0.05% | 27 |
|
|
2014
Q2 | $320K | Hold |
1,988
| – | – | 0.05% | 31 |
|
|
2014
Q1 | $325K | Hold |
1,988
| – | – | 0.05% | 31 |
|
|
2013
Q4 | $296K | Hold |
1,988
| – | – | 0.05% | 19 |
|
|
2013
Q3 | $254K | Hold |
1,988
| – | – | 0.04% | 20 |
|
|
2013
Q2 | $216K | Buy |
+1,988
| New | +$216K | 0.04% | 21 |
|