XWM
Xcel Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-690
| Closed | -$322K | – | 127 |
|
|
2024
Q2 | $322K | Buy |
690
+65
| +10% | +$30.4K | 0.1% | 96 |
|
|
2024
Q1 | $284K | Buy |
+625
| New | +$284K | 0.09% | 105 |
|
|
2023
Q3 | – | Sell |
-905
| Closed | -$417K | – | 120 |
|
|
2023
Q2 | $417K | Sell |
905
-150
| -14% | -$69.1K | 0.13% | 96 |
|
|
2023
Q1 | $499K | Sell |
1,055
-150
| -12% | -$70.9K | 0.18% | 85 |
|
|
2022
Q4 | $586K | Sell |
1,205
-400
| -25% | -$195K | 0.23% | 70 |
|
|
2022
Q3 | $620K | Buy |
1,605
+225
| +16% | +$86.9K | 0.23% | 71 |
|
|
2022
Q2 | $593K | Hold |
1,380
| – | – | 0.22% | 69 |
|
|
2022
Q1 | $609K | Sell |
1,380
-7,197
| -84% | -$3.18M | 0.17% | 85 |
|
|
2021
Q4 | $3.05M | Buy |
8,577
+420
| +5% | +$149K | 0.78% | 39 |
|
|
2021
Q3 | $2.82M | Buy |
8,157
+5,747
| +238% | +$1.98M | 0.82% | 37 |
|
|
2021
Q2 | $912K | Buy |
2,410
+625
| +35% | +$237K | 0.28% | 70 |
|
|
2021
Q1 | $660K | Buy |
1,785
+500
| +39% | +$185K | 0.24% | 74 |
|
|
2020
Q4 | $456K | Hold |
1,285
| – | – | 0.2% | 83 |
|
|
2020
Q3 | $492K | Hold |
1,285
| – | – | 0.25% | 73 |
|
|
2020
Q2 | $468K | Buy |
+1,285
| New | +$468K | 0.29% | 66 |
|