Alpha Cubed Investments’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-27,432
| Closed | -$1.38M | – | 175 |
|
|
2015
Q4 | $1.38M | Sell |
27,432
-285
| -1% | -$14.3K | 0.36% | 64 |
|
|
2015
Q3 | $1.48M | Sell |
27,717
-1,168
| -4% | -$62.5K | 0.39% | 60 |
|
|
2015
Q2 | $1.71M | Sell |
28,885
-8,361
| -22% | -$495K | 0.46% | 62 |
|
|
2015
Q1 | $2.14M | Buy |
37,246
+3,963
| +12% | +$228K | 0.67% | 46 |
|
|
2014
Q4 | $1.92M | Buy |
33,283
+2,492
| +8% | +$144K | 0.75% | 47 |
|
|
2014
Q3 | $1.65M | Buy |
30,791
+1,787
| +6% | +$95.8K | 0.78% | 46 |
|
|
2014
Q2 | $1.49M | Buy |
29,004
+3,991
| +16% | +$205K | 0.66% | 53 |
|
|
2014
Q1 | $1.27M | Sell |
25,013
-727
| -3% | -$36.9K | 0.66% | 52 |
|
|
2013
Q4 | $1.33M | Buy |
+25,740
| New | +$1.33M | 0.48% | 78 |
|