BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-220
| Closed | -$4.94K | – | 989 |
|
|
2023
Q1 | $4.94K | Buy |
220
+191
| +659% | +$4.29K | ﹤0.01% | 692 |
|
|
2022
Q4 | $890 | Sell |
29
-2
| -6% | -$61 | ﹤0.01% | 895 |
|
|
2022
Q3 | $1K | Sell |
31
-12
| -28% | -$387 | ﹤0.01% | 902 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 832 |
|
|
2022
Q1 | $3K | Buy |
43
+1
| +2% | +$70 | ﹤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% | +$143 | ﹤0.01% | 785 |
|
|
2020
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 830 |
|
|
2020
Q2 | $1K | Buy |
39
+10
| +34% | +$256 | ﹤0.01% | 876 |
|
|
2020
Q1 | $1K | Buy |
29
+9
| +45% | +$310 | ﹤0.01% | 846 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 868 |
|