Wealthspire Advisors (Maryland)’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $792K | Sell |
2,065
-235
| -10% | -$90.1K | 0.03% | 210 |
|
|
2020
Q2 | $839K | Buy |
2,300
+94
| +4% | +$34.3K | 0.06% | 181 |
|
|
2020
Q1 | $748K | Sell |
2,206
-770
| -26% | -$261K | 0.07% | 179 |
|
|
2019
Q4 | $1.16M | Buy |
2,976
+1,128
| +61% | +$439K | 0.08% | 149 |
|
|
2019
Q3 | $721K | Sell |
1,848
-281
| -13% | -$110K | 0.05% | 196 |
|
|
2019
Q2 | $774K | Sell |
2,129
-90
| -4% | -$32.7K | 0.06% | 176 |
|
|
2019
Q1 | $666K | Buy |
2,219
+12
| +0.5% | +$3.6K | 0.05% | 205 |
|
|
2018
Q4 | $578K | Sell |
2,207
-8
| -0.4% | -$2.1K | 0.05% | 198 |
|
|
2018
Q3 | $766K | Buy |
2,215
+250
| +13% | +$86.5K | 0.06% | 176 |
|
|
2018
Q2 | $581K | Sell |
1,965
-124
| -6% | -$36.7K | 0.05% | 209 |
|
|
2018
Q1 | $706K | Buy |
2,089
+276
| +15% | +$93.3K | 0.07% | 180 |
|
|
2017
Q4 | $582K | Buy |
1,813
+148
| +9% | +$47.5K | 0.06% | 227 |
|
|
2017
Q3 | $517K | Buy |
1,665
+288
| +21% | +$89.4K | 0.06% | 235 |
|
|
2017
Q2 | $382K | Buy |
1,377
+651
| +90% | +$181K | 0.05% | 277 |
|
|
2017
Q1 | $194K | Buy |
726
+263
| +57% | +$70.3K | 0.03% | 403 |
|
|
2016
Q4 | $116K | Buy |
463
+52
| +13% | +$13K | 0.02% | 530 |
|
|
2016
Q3 | $99K | Sell |
411
-1,278
| -76% | -$308K | 0.02% | 564 |
|
|
2016
Q2 | $419K | Buy |
1,689
+14
| +0.8% | +$3.47K | 0.07% | 192 |
|
|
2016
Q1 | $371K | Sell |
1,675
-246
| -13% | -$54.5K | 0.07% | 206 |
|
|
2015
Q4 | $417K | Buy |
+1,921
| New | +$417K | 0.08% | 184 |
|