WealthTrust Fairport’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 | – | Sell |
-112
| Closed | -$39K | – | 483 |
|
|
2018
Q3 | $39K | Hold |
112
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $33K | Sell |
112
-55
| -33% | -$16.2K | ﹤0.01% | 282 |
|
|
2018
Q1 | $56K | Buy |
+167
| New | +$56K | 0.01% | 225 |
|
|
2014
Q4 | – | Sell |
-25
| Closed | -$5K | – | 484 |
|
|
2014
Q3 | $5K | Buy |
25
+5
| +25% | +$1K | ﹤0.01% | 290 |
|
|
2014
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 289 |
|
|
2014
Q1 | – | Sell |
-40
| Closed | -$6K | – | 336 |
|
|
2013
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 238 |
|
|
2013
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 337 |
|