EWM
Evercore Wealth Management’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20
| Closed | -$2K | – | 603 |
|
|
2017
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 887 |
|
|
2017
Q3 | $1K | Sell |
20
-150
| -88% | -$7.5K | ﹤0.01% | 893 |
|
|
2017
Q2 | $11K | Buy |
170
+126
| +286% | +$8.15K | ﹤0.01% | 808 |
|
|
2017
Q1 | $3K | Sell |
44
-25
| -36% | -$1.71K | ﹤0.01% | 926 |
|
|
2016
Q4 | $5K | Sell |
69
-1,282
| -95% | -$92.9K | ﹤0.01% | 885 |
|
|
2016
Q3 | $63K | Buy |
1,351
+1,057
| +360% | +$49.3K | ﹤0.01% | 560 |
|
|
2016
Q2 | $11K | Buy |
294
+161
| +121% | +$6.02K | ﹤0.01% | 846 |
|
|
2016
Q1 | $5K | Buy |
133
+55
| +71% | +$2.07K | ﹤0.01% | 854 |
|
|
2015
Q4 | $4K | Buy |
78
+3
| +4% | +$154 | ﹤0.01% | 940 |
|
|
2015
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 898 |
|
|
2015
Q2 | – | Sell |
-108
| Closed | -$6K | – | 1079 |
|
|
2015
Q1 | $6K | Sell |
108
-67
| -38% | -$3.72K | ﹤0.01% | 917 |
|
|
2014
Q4 | $10K | Buy |
175
+2
| +1% | +$114 | ﹤0.01% | 741 |
|
|
2014
Q3 | $9K | Hold |
173
| – | – | ﹤0.01% | 827 |
|
|
2014
Q2 | $9K | Buy |
+173
| New | +$9K | ﹤0.01% | 853 |
|