BerganKDV Wealth Management’s Lincoln National LNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-220	Closed	-$4.94K	–	989
2023 Q1	$4.94K	Buy	220 +191	+659%	+$5.68K	﹤0.01%	692
2022 Q4	$890	Sell	29 -2	-6%	-$79	﹤0.01%	895
2022 Q3	$1K	Sell	31 -12	-28%	-$578	﹤0.01%	903
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	832
2022 Q1	$3K	Buy	43 +1	+2%	+$68	﹤0.01%	808
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	866
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	828
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	769
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	739
2020 Q4	$2K	Buy	42 +3	+8%	+$128	﹤0.01%	785
2020 Q3	$1K	Hold	39	–	–	﹤0.01%	830
2020 Q2	$1K	Buy	39 +10	+34%	+$352	﹤0.01%	876
2020 Q1	$1K	Buy	29 +9	+45%	+$427	﹤0.01%	846
2019 Q4	$1K	Buy	+20	New	+$1.18K	﹤0.01%	868