WESPAC Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,091
| Closed | -$418K | – | 153 |
|
|
2020
Q3 | $418K | Buy |
1,091
+2
| +0.2% | +$766 | 0.52% | 68 |
|
|
2020
Q2 | $397K | Buy |
+1,089
| New | +$397K | 0.45% | 72 |
|
|
2018
Q2 | – | Sell |
-10,006
| Closed | -$3.38M | – | 135 |
|
|
2018
Q1 | $3.38M | Buy |
10,006
+270
| +3% | +$91.2K | 2.06% | 6 |
|
|
2017
Q4 | $3.13M | Sell |
9,736
-4,157
| -30% | -$1.33M | 2.9% | 1 |
|
|
2017
Q3 | $4.31M | Sell |
13,893
-99
| -0.7% | -$30.7K | 2.84% | 1 |
|
|
2017
Q2 | $3.88M | Buy |
13,992
+5,366
| +62% | +$1.49M | 2.66% | 2 |
|
|
2017
Q1 | $2.31M | Sell |
8,626
-714
| -8% | -$191K | 2.66% | 3 |
|
|
2016
Q4 | $2.33M | Sell |
9,340
-923
| -9% | -$231K | 2.62% | 5 |
|
|
2016
Q3 | $2.46M | Buy |
10,263
+972
| +10% | +$233K | 2.78% | 3 |
|
|
2016
Q2 | $2.31M | Buy |
9,291
+1,489
| +19% | +$370K | 2.38% | 9 |
|
|
2016
Q1 | $1.73M | Sell |
7,802
-262
| -3% | -$58K | 2.15% | 6 |
|
|
2015
Q4 | $1.75M | Buy |
+8,064
| New | +$1.75M | 2.03% | 12 |
|
|
2015
Q2 | – | Sell |
-3,462
| Closed | -$703K | – | 126 |
|
|
2015
Q1 | $703K | Buy |
+3,462
| New | +$703K | 0.53% | 68 |
|