Cerity Partners OCIO’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-59,537
| Closed | -$3M | – | 387 |
|
|
2020
Q4 | $3M | Buy |
+59,537
| New | +$3M | 0.12% | 90 |
|
|
2019
Q4 | – | Sell |
-5,289
| Closed | -$319K | – | 345 |
|
|
2019
Q3 | $319K | Buy |
+5,289
| New | +$319K | 0.02% | 252 |
|
|
2018
Q3 | – | Sell |
-8,690
| Closed | -$541K | – | 289 |
|
|
2018
Q2 | $541K | Buy |
+8,690
| New | +$541K | 0.03% | 172 |
|