Winslow Evans & Crocker’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 | $403K | Buy |
1,135
+860
| +313% | +$305K | 0.08% | 222 |
|
|
2020
Q3 | $106K | Hold |
275
| – | – | 0.03% | 350 |
|
|
2020
Q2 | $100K | Sell |
275
-1
| -0.4% | -$364 | 0.03% | 361 |
|
|
2020
Q1 | $96K | Hold |
276
| – | – | 0.03% | 334 |
|
|
2019
Q4 | $108K | Hold |
276
| – | – | 0.03% | 381 |
|
|
2019
Q3 | $108K | Hold |
276
| – | – | 0.03% | 384 |
|
|
2019
Q2 | $102K | Sell |
276
-18
| -6% | -$6.65K | 0.03% | 395 |
|
|
2019
Q1 | $90K | Buy |
294
+18
| +7% | +$5.51K | 0.03% | 400 |
|
|
2018
Q4 | $74K | Buy |
276
+202
| +273% | +$54.2K | 0.02% | 406 |
|
|
2018
Q3 | $28K | Hold |
74
| – | – | 0.01% | 598 |
|
|
2018
Q2 | $24K | Hold |
74
| – | – | 0.01% | 640 |
|
|
2018
Q1 | $24.9K | Buy |
74
+8
| +12% | +$2.69K | 0.01% | 606 |
|
|
2017
Q4 | $20.7K | Hold |
66
| – | – | 0.01% | 649 |
|
|
2017
Q3 | $20K | Sell |
66
-43
| -39% | -$13K | 0.01% | 662 |
|
|
2017
Q2 | $30.3K | Sell |
109
-1
| -0.9% | -$278 | 0.01% | 669 |
|
|
2017
Q1 | $29.2K | Hold |
110
| – | – | 0.01% | 656 |
|
|
2016
Q4 | $27.2K | Buy |
110
+50
| +83% | +$12.4K | 0.01% | 667 |
|
|
2016
Q3 | $14.1K | Hold |
60
| – | – | ﹤0.01% | 820 |
|
|
2016
Q2 | $14.6K | Buy |
60
+2
| +3% | +$485 | ﹤0.01% | 788 |
|
|
2016
Q1 | $13K | Sell |
58
-2,352
| -98% | -$525K | ﹤0.01% | 816 |
|
|
2015
Q4 | $523K | Buy |
2,410
+2,276
| +1,699% | +$494K | 0.15% | 149 |
|
|
2015
Q3 | $27.6K | Sell |
134
-10
| -7% | -$2.06K | 0.01% | 641 |
|
|
2015
Q2 | $26.6K | Buy |
144
+44
| +44% | +$8.12K | 0.01% | 693 |
|
|
2015
Q1 | $20K | Hold |
100
| – | – | 0.01% | 732 |
|
|
2014
Q4 | $19K | Sell |
100
-3,646
| -97% | -$692K | 0.01% | 747 |
|
|
2014
Q3 | $685K | Buy |
3,746
+3,669
| +4,765% | +$670K | 0.2% | 122 |
|
|
2014
Q2 | $12.4K | Sell |
77
-10
| -11% | -$1.61K | ﹤0.01% | 799 |
|
|
2014
Q1 | $14.2K | Sell |
87
-500
| -85% | -$81.6K | ﹤0.01% | 750 |
|
|
2013
Q4 | $87K | Buy |
+587
| New | +$87K | 0.03% | 404 |
|