Wheatland 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
Q1 | – | Sell |
-730
| Closed | -$284K | – | 65 |
|
|
2019
Q4 | $284K | Hold |
730
| – | – | 0.36% | 77 |
|
|
2019
Q3 | $285K | Hold |
730
| – | – | 0.26% | 83 |
|
|
2019
Q2 | $265K | Hold |
730
| – | – | 0.2% | 90 |
|
|
2019
Q1 | $219K | Buy |
+730
| New | +$219K | 0.17% | 95 |
|
|
2018
Q4 | – | Sell |
-730
| Closed | -$253K | – | 94 |
|
|
2018
Q3 | $253K | Hold |
730
| – | – | 0.19% | 89 |
|
|
2018
Q2 | $216K | Hold |
730
| – | – | 0.17% | 93 |
|
|
2018
Q1 | $247K | Hold |
730
| – | – | 0.2% | 89 |
|
|
2017
Q4 | $234K | Hold |
730
| – | – | 0.19% | 93 |
|
|
2017
Q3 | $227K | Hold |
730
| – | – | 0.19% | 90 |
|
|
2017
Q2 | $203K | Buy |
+730
| New | +$203K | 0.18% | 91 |
|
|
2016
Q2 | – | Sell |
-910
| Closed | -$202K | – | 91 |
|
|
2016
Q1 | $202K | Buy |
+910
| New | +$202K | 0.21% | 86 |
|