YorkBridge Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-640
| Closed | -$233K | – | 451 |
|
|
2019
Q2 | $233K | Buy |
640
+33
| +5% | +$12K | 0.1% | 162 |
|
|
2019
Q1 | $182K | Buy |
607
+1
| +0.2% | +$300 | 0.08% | 173 |
|
|
2018
Q4 | $159K | Buy |
606
+15
| +3% | +$3.94K | 0.08% | 176 |
|
|
2018
Q3 | $206K | Sell |
591
-39
| -6% | -$13.6K | 0.09% | 162 |
|
|
2018
Q2 | $186K | Hold |
630
| – | – | 0.08% | 185 |
|
|
2018
Q1 | $216K | Sell |
630
-18
| -3% | -$6.17K | 0.1% | 170 |
|
|
2017
Q4 | $218K | Sell |
648
-361
| -36% | -$121K | 0.11% | 167 |
|
|
2017
Q3 | $313K | Buy |
1,009
+38
| +4% | +$11.8K | 0.16% | 123 |
|
|
2017
Q2 | $271K | Sell |
971
-115
| -11% | -$32.1K | 0.14% | 139 |
|
|
2017
Q1 | $293K | Buy |
1,086
+122
| +13% | +$32.9K | 0.15% | 131 |
|
|
2016
Q4 | $256K | Buy |
+964
| New | +$256K | 0.15% | 132 |
|