WealthSource Partners’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $581K | Sell |
2,761
-224
| -8% | -$47.2K | 0.04% | 288 |
|
|
2023
Q3 | $520K | Sell |
2,985
-38
| -1% | -$6.62K | 0.04% | 301 |
|
|
2023
Q2 | $592K | Buy |
3,023
+1,919
| +174% | +$376K | 0.04% | 287 |
|
|
2023
Q1 | $217K | Sell |
1,104
-64
| -5% | -$12.6K | 0.01% | 464 |
|
|
2022
Q4 | $243K | Sell |
1,168
-147
| -11% | -$30.6K | 0.02% | 435 |
|
|
2022
Q3 | $273K | Buy |
1,315
+12
| +0.9% | +$2.49K | 0.02% | 404 |
|
|
2022
Q2 | $315K | Sell |
1,303
-306
| -19% | -$74K | 0.02% | 391 |
|
|
2022
Q1 | $400K | Sell |
1,609
-147
| -8% | -$36.5K | 0.03% | 392 |
|
|
2021
Q4 | $374K | Sell |
1,756
-1,167
| -40% | -$249K | 0.03% | 368 |
|
|
2021
Q3 | $644K | Buy |
2,923
+1,982
| +211% | +$437K | 0.06% | 245 |
|
|
2021
Q2 | $203K | Buy |
+941
| New | +$203K | 0.02% | 442 |
|
|
2020
Q2 | – | Sell |
-1,586
| Closed | -$286K | – | 368 |
|
|
2020
Q1 | $286K | Buy |
1,586
+507
| +47% | +$91.4K | 0.05% | 241 |
|
|
2019
Q4 | $214K | Sell |
1,079
-130
| -11% | -$25.8K | 0.03% | 388 |
|
|
2019
Q3 | $252K | Buy |
+1,209
| New | +$252K | 0.04% | 354 |
|