Cedar Brook Financial 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
Q3 | – | Sell |
-4,370
| Closed | -$204K | – | 361 |
|
2022
Q2 | $204K | Sell |
4,370
-1,213
| -22% | -$56.6K | 0.06% | 321 |
|
2022
Q1 | $365K | Buy |
5,583
+69
| +1% | +$4.51K | 0.09% | 231 |
|
2021
Q4 | $376K | Buy |
5,514
+865
| +19% | +$59K | 0.1% | 229 |
|
2021
Q3 | $320K | Sell |
4,649
-944
| -17% | -$65K | 0.1% | 233 |
|
2021
Q2 | $351K | Buy |
5,593
+351
| +7% | +$22K | 0.1% | 234 |
|
2021
Q1 | $326K | Buy |
5,242
+240
| +5% | +$14.9K | 0.11% | 208 |
|
2020
Q4 | $252K | Buy |
+5,002
| New | +$252K | 0.09% | 253 |
|