IBEX Wealth Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,505
| Closed | -$241K | – | 332 |
|
|
2021
Q3 | $241K | Buy |
+3,505
| New | +$241K | 0.05% | 158 |
|
|
2018
Q3 | – | Sell |
-51,259
| Closed | -$3.64M | – | 98 |
|
|
2018
Q2 | $3.64M | Hold |
51,259
| – | – | 1.46% | 27 |
|
|
2018
Q1 | $3.64M | Sell |
51,259
-2,002
| -4% | -$142K | 1.48% | 27 |
|
|
2017
Q4 | $4.2M | Sell |
53,261
-712
| -1% | -$56.2K | 1.86% | 21 |
|
|
2017
Q3 | $4.03M | Sell |
53,973
-471
| -0.9% | -$35.2K | 1.49% | 19 |
|
|
2017
Q2 | $3.85M | Buy |
54,444
+5,737
| +12% | +$405K | 1.51% | 18 |
|
|
2017
Q1 | $3.14M | Buy |
48,707
+3,915
| +9% | +$253K | 1.94% | 19 |
|
|
2016
Q4 | $3M | Buy |
+44,792
| New | +$3M | 1.44% | 21 |
|