BSW Wealth Partners’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,843
| Closed | -$251K | – | 299 |
|
|
2022
Q1 | $251K | Sell |
3,843
-38
| -1% | -$2.48K | 0.06% | 233 |
|
|
2021
Q4 | $265K | Sell |
3,881
-230
| -6% | -$15.7K | 0.07% | 212 |
|
|
2021
Q3 | $283K | Sell |
4,111
-1,057
| -20% | -$72.8K | 0.08% | 194 |
|
|
2021
Q2 | $325K | Buy |
5,168
+29
| +0.6% | +$1.82K | 0.09% | 161 |
|
|
2021
Q1 | $320K | Buy |
+5,139
| New | +$320K | 0.09% | 132 |
|