Berman Capital Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $199K | Buy |
2,917
+287
| +11% | +$19.6K | 0.03% | 265 |
|
|
2021
Q2 | $165K | Buy |
2,630
+368
| +16% | +$23.1K | 0.03% | 269 |
|
|
2021
Q1 | $140K | Buy |
2,262
+126
| +6% | +$7.8K | 0.03% | 239 |
|
|
2020
Q4 | $107K | Buy |
2,136
+193
| +10% | +$9.67K | 0.03% | 241 |
|
|
2020
Q3 | $59K | Sell |
1,943
-126
| -6% | -$3.83K | 0.02% | 308 |
|
|
2020
Q2 | $75K | Buy |
2,069
+563
| +37% | +$20.4K | 0.02% | 266 |
|
|
2020
Q1 | $38K | Buy |
1,506
+1,095
| +266% | +$27.6K | 0.01% | 349 |
|
|
2019
Q4 | $24K | Buy |
411
+1
| +0.2% | +$58 | 0.01% | 481 |
|
|
2019
Q3 | $24K | Buy |
410
+273
| +199% | +$16K | 0.01% | 459 |
|
|
2019
Q2 | $8K | Sell |
137
-12
| -8% | -$701 | ﹤0.01% | 814 |
|
|
2019
Q1 | $8K | Buy |
149
+102
| +217% | +$5.48K | ﹤0.01% | 726 |
|
|
2018
Q4 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1023 |
|