Wealthstreet Investment Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $10K | Hold |
22
| – | – | 0.27% | 57 |
|
|
2021
Q4 | $8K | Hold |
22
| – | – | 0.2% | 59 |
|
|
2021
Q3 | $8K | Hold |
22
| – | – | 0.22% | 59 |
|
|
2021
Q2 | $8K | Sell |
22
-6,282
| -100% | -$2.28M | 0.04% | 84 |
|
|
2021
Q1 | $2.33M | Hold |
6,304
| – | – | 0.23% | 105 |
|
|
2020
Q4 | $2.24M | Sell |
6,304
-65
| -1% | -$23.1K | 0.23% | 104 |
|
|
2020
Q3 | $2.44M | Hold |
6,369
| – | – | 0.27% | 87 |
|
|
2020
Q2 | $2.32M | Hold |
6,369
| – | – | 0.28% | 84 |
|
|
2020
Q1 | $2.16M | Sell |
6,369
-249
| -4% | -$84.4K | 0.32% | 77 |
|
|
2019
Q4 | $2.58M | Sell |
6,618
-91
| -1% | -$35.4K | 0.3% | 80 |
|
|
2019
Q3 | $2.49M | Buy |
6,709
+299
| +5% | +$111K | 0.32% | 75 |
|
|
2019
Q2 | $2.33M | Sell |
6,410
-50
| -0.8% | -$18.2K | 0.3% | 80 |
|
|
2019
Q1 | $1.94M | Buy |
6,460
+93
| +1% | +$27.9K | 0.26% | 95 |
|
|
2018
Q4 | $1.83M | Sell |
6,367
-150
| -2% | -$43.2K | 0.26% | 95 |
|
|
2018
Q3 | $2.26M | Hold |
6,517
| – | – | 0.28% | 84 |
|
|
2018
Q2 | $1.93M | Buy |
6,517
+120
| +2% | +$35.5K | 0.25% | 95 |
|
|
2018
Q1 | $2.16M | Buy |
6,397
+400
| +7% | +$135K | 0.27% | 91 |
|
|
2017
Q4 | $1.93M | Buy |
+5,997
| New | +$1.93M | 0.23% | 103 |
|