Castleview Partners’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-449
| Closed | -$13.8K | – | 694 |
|
2022
Q4 | $13.8K | Sell |
449
-400
| -47% | -$12.3K | 0.01% | 329 |
|
2022
Q3 | $37K | Sell |
849
-41,260
| -98% | -$1.8M | 0.04% | 284 |
|
2022
Q2 | $1.18M | Buy |
42,109
+41,312
| +5,183% | +$1.16M | 0.94% | 17 |
|
2022
Q1 | $52K | Sell |
797
-53,674
| -99% | -$3.5M | 0.03% | 342 |
|
2021
Q4 | $798 | Buy |
+54,471
| New | +$798 | 0.01% | 432 |
|
2021
Q2 | $247K | Buy |
+3,924
| New | +$247K | 0.11% | 197 |
|