B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,641
| Closed | -$97K | – | 497 |
|
|
2015
Q2 | $97K | Sell |
1,641
-900
| -35% | -$53.2K | 0.08% | 280 |
|
|
2015
Q1 | $145K | Sell |
2,541
-100
| -4% | -$5.71K | 0.11% | 229 |
|
|
2014
Q4 | $152K | Sell |
2,641
-16,600
| -86% | -$955K | 0.12% | 201 |
|
|
2014
Q3 | $1.03M | Sell |
19,241
-2,400
| -11% | -$128K | 0.77% | 20 |
|
|
2014
Q2 | $1.11M | Buy |
21,641
+17,600
| +436% | +$905K | 0.72% | 24 |
|
|
2014
Q1 | $205K | Buy |
+4,041
| New | +$205K | 0.15% | 185 |
|