Financial Architects (New Jersey)’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-701
| Closed | -$45K | – | 1045 |
|
2019
Q2 | $45K | Sell |
701
-6,397
| -90% | -$411K | 0.01% | 468 |
|
2019
Q1 | $416K | Buy |
7,098
+388
| +6% | +$22.7K | 0.07% | 184 |
|
2018
Q4 | $344K | Buy |
6,710
+141
| +2% | +$7.23K | 0.07% | 187 |
|
2018
Q3 | $445K | Buy |
6,569
+256
| +4% | +$17.3K | 0.07% | 177 |
|
2018
Q2 | $393K | Buy |
6,313
+21
| +0.3% | +$1.31K | 0.07% | 189 |
|
2018
Q1 | $460K | Buy |
6,292
+3,324
| +112% | +$243K | 0.09% | 158 |
|
2017
Q4 | $228K | Hold |
2,968
| – | – | 0.04% | 283 |
|
2017
Q3 | $218K | Hold |
2,968
| – | – | 0.04% | 290 |
|
2017
Q2 | $201K | Buy |
2,968
+68
| +2% | +$4.61K | 0.04% | 285 |
|
2017
Q1 | $190K | Buy |
2,900
+1,514
| +109% | +$99.2K | 0.03% | 288 |
|
2016
Q4 | $92K | Hold |
1,386
| – | – | 0.02% | 420 |
|
2016
Q3 | $65K | Sell |
1,386
-45
| -3% | -$2.11K | 0.02% | 491 |
|
2016
Q2 | $55K | Buy |
+1,431
| New | +$55K | 0.02% | 511 |
|
2015
Q3 | – | Sell |
-13
| Closed | -$1K | – | 586 |
|
2015
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1122 |
|