WealthTrust-Arizona’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $392K | Sell |
1,495
-40
| -3% | -$10.5K | 0.23% | 39 |
|
2018
Q3 | $531K | Hold |
1,535
| – | – | 0.25% | 38 |
|
2018
Q2 | $454K | Hold |
1,535
| – | – | 0.23% | 41 |
|
2018
Q1 | $519K | Buy |
1,535
+15
| +1% | +$5.07K | 0.27% | 36 |
|
2017
Q4 | $488K | Hold |
1,520
| – | – | 0.24% | 35 |
|
2017
Q3 | $472K | Hold |
1,520
| – | – | 0.24% | 35 |
|
2017
Q2 | $422K | Buy |
1,520
+65
| +4% | +$18K | 0.22% | 42 |
|
2017
Q1 | $389K | Hold |
1,455
| – | – | 0.21% | 44 |
|
2016
Q4 | $364K | Buy |
1,455
+100
| +7% | +$25K | 0.21% | 46 |
|
2016
Q3 | $325K | Hold |
1,355
| – | – | 0.2% | 51 |
|
2016
Q2 | $336K | Hold |
1,355
| – | – | 0.21% | 51 |
|
2016
Q1 | $300K | Hold |
1,355
| – | – | 0.19% | 49 |
|
2015
Q4 | $294K | Hold |
1,355
| – | – | 0.18% | 50 |
|
2015
Q3 | $281K | Hold |
1,355
| – | – | 0.17% | 46 |
|
2015
Q2 | $252K | Hold |
1,355
| – | – | 0.15% | 54 |
|
2015
Q1 | $275K | Hold |
1,355
| – | – | 0.17% | 48 |
|
2014
Q4 | $261K | Sell |
1,355
-100
| -7% | -$19.3K | 0.22% | 53 |
|
2014
Q3 | $266K | Sell |
1,455
-200
| -12% | -$36.6K | 0.29% | 52 |
|
2014
Q2 | $266K | Buy |
1,655
+100
| +6% | +$16.1K | 0.28% | 51 |
|
2014
Q1 | $254K | Buy |
1,555
+1,255
| +418% | +$205K | 0.29% | 45 |
|
2013
Q4 | $45K | Buy |
+300
| New | +$45K | 0.05% | 156 |
|