Compass Financial Advisors’s Lincoln National LNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,665	Closed	-$397K	–	54
2023 Q1	$397K	Buy	17,665 +1,404	+9%	+$31.5K	0.5%	68
2022 Q4	$500K	Buy	16,261 +5,920	+57%	+$182K	0.67%	53
2022 Q3	$454K	Buy	10,341 +4,096	+66%	+$180K	0.67%	50
2022 Q2	$292K	Buy	+6,245	New	+$292K	0.4%	87