Wunderlich Capital Managemnt’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,954
| Closed | -$1.05M | – | 83 |
|
2020
Q4 | $1.05M | Sell |
2,954
-3
| -0.1% | -$1.07K | 0.58% | 68 |
|
2020
Q3 | $1.13M | Buy |
2,957
+800
| +37% | +$307K | 0.7% | 65 |
|
2020
Q2 | $787K | Buy |
2,157
+673
| +45% | +$246K | 0.55% | 63 |
|
2020
Q1 | $503K | Buy |
1,484
+17
| +1% | +$5.76K | 0.41% | 63 |
|
2019
Q4 | $571K | Buy |
1,467
+968
| +194% | +$377K | 0.36% | 71 |
|
2019
Q3 | $195K | Buy |
499
+31
| +7% | +$12.1K | 0.13% | 79 |
|
2019
Q2 | $170K | Buy |
+468
| New | +$170K | 0.11% | 85 |
|