WFG Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $758K | Sell |
2,729
-503
| -16% | -$140K | 0.17% | 139 |
|
|
2017
Q1 | $865K | Sell |
3,232
-3,735
| -54% | -$1,000K | 0.23% | 102 |
|
|
2016
Q4 | $1.74M | Buy |
6,967
+69
| +1% | +$17.2K | 0.43% | 53 |
|
|
2016
Q3 | $1.65M | Buy |
6,898
+39
| +0.6% | +$9.35K | 0.41% | 61 |
|
|
2016
Q2 | $1.7M | Sell |
6,859
-40
| -0.6% | -$9.93K | 0.45% | 48 |
|
|
2016
Q1 | $1.53M | Buy |
6,899
+1,038
| +18% | +$230K | 0.44% | 50 |
|
|
2015
Q4 | $1.27M | Buy |
5,861
+6
| +0.1% | +$1.3K | 0.38% | 58 |
|
|
2015
Q3 | $1.21M | Sell |
5,855
-276
| -5% | -$57.2K | 0.38% | 58 |
|
|
2015
Q2 | $1.14M | Buy |
6,131
+2,487
| +68% | +$462K | 0.31% | 68 |
|
|
2015
Q1 | $740K | Sell |
3,644
-4,882
| -57% | -$991K | 0.21% | 113 |
|
|
2014
Q4 | $1.64M | Buy |
8,526
+452
| +6% | +$87K | 0.33% | 58 |
|
|
2014
Q3 | $1.48M | Sell |
8,074
-151
| -2% | -$27.6K | 0.28% | 73 |
|
|
2014
Q2 | $1.32M | Buy |
8,225
+35
| +0.4% | +$5.63K | 0.25% | 92 |
|
|
2014
Q1 | $1.34M | Sell |
8,190
-7,707
| -48% | -$1.26M | 0.27% | 75 |
|
|
2013
Q4 | $2.36M | Buy |
15,897
+3,297
| +26% | +$490K | 0.34% | 55 |
|
|
2013
Q3 | $1.61M | Buy |
12,600
+1,620
| +15% | +$207K | 0.25% | 94 |
|
|
2013
Q2 | $1.19M | Buy |
+10,980
| New | +$1.19M | 0.2% | 131 |
|