WMG Financial Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-490
| Closed | -$238K | – | 136 |
|
|
2022
Q4 | $238K | Sell |
490
-119
| -20% | -$57.9K | 0.2% | 108 |
|
|
2022
Q3 | $235K | Sell |
609
-163
| -21% | -$62.9K | 0.21% | 107 |
|
|
2022
Q2 | $330K | Buy |
772
+130
| +20% | +$55.6K | 0.29% | 78 |
|
|
2022
Q1 | $282K | Buy |
642
+62
| +11% | +$27.2K | 0.21% | 119 |
|
|
2021
Q4 | $207K | Buy |
+580
| New | +$207K | 0.16% | 166 |
|