AllSquare Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-291
| Closed | -$20K | – | 503 |
|
|
2021
Q3 | $20K | Hold |
291
| – | – | 0.01% | 306 |
|
|
2021
Q2 | $18K | Hold |
291
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $18K | Hold |
291
| – | – | 0.01% | 316 |
|
|
2020
Q4 | $15K | Hold |
291
| – | – | 0.01% | 316 |
|
|
2020
Q3 | $9K | Hold |
291
| – | – | 0.01% | 342 |
|
|
2020
Q2 | $11K | Hold |
291
| – | – | 0.01% | 323 |
|
|
2020
Q1 | $8K | Hold |
291
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $17K | Hold |
291
| – | – | 0.01% | 276 |
|
|
2019
Q3 | $18K | Hold |
291
| – | – | 0.01% | 265 |
|
|
2019
Q2 | $19K | Hold |
291
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $17K | Hold |
291
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $15K | Hold |
291
| – | – | 0.01% | 267 |
|
|
2018
Q3 | $20K | Hold |
291
| – | – | 0.01% | 274 |
|
|
2018
Q2 | $18K | Hold |
291
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $21K | Hold |
291
| – | – | 0.02% | 231 |
|
|
2017
Q4 | $22K | Hold |
291
| – | – | 0.02% | 224 |
|
|
2017
Q3 | $21K | Buy |
+291
| New | +$21K | 0.02% | 223 |
|
|
2017
Q2 | – | Sell |
-291
| Closed | -$19K | – | 302 |
|
|
2017
Q1 | $19K | Hold |
291
| – | – | 0.02% | 219 |
|
|
2016
Q4 | $19K | Hold |
291
| – | – | 0.02% | 195 |
|
|
2016
Q3 | $14K | Hold |
291
| – | – | 0.01% | 202 |
|
|
2016
Q2 | $11K | Sell |
291
-291
| -50% | -$11K | 0.01% | 204 |
|
|
2016
Q1 | $23K | Hold |
582
| – | – | 0.02% | 158 |
|
|
2015
Q4 | $29K | Sell |
582
-291
| -33% | -$14.5K | 0.03% | 143 |
|
|
2015
Q3 | $41K | Sell |
873
-291
| -25% | -$13.7K | 0.04% | 125 |
|
|
2015
Q2 | $69K | Hold |
1,164
| – | – | 0.06% | 104 |
|
|
2015
Q1 | $67K | Hold |
1,164
| – | – | 0.06% | 105 |
|
|
2014
Q4 | $67K | Buy |
+1,164
| New | +$67K | 0.07% | 105 |
|