Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,377
| Closed | -$236K | – | 271 |
|
|
2022
Q3 | $236K | Buy |
5,377
+65
| +1% | +$2.85K | 0.07% | 246 |
|
|
2022
Q2 | $248K | Hold |
5,312
| – | – | 0.07% | 250 |
|
|
2022
Q1 | $347K | Hold |
5,312
| – | – | 0.08% | 221 |
|
|
2021
Q4 | $363K | Sell |
5,312
-71
| -1% | -$4.85K | 0.08% | 220 |
|
|
2021
Q3 | $370K | Buy |
+5,383
| New | +$370K | 0.09% | 203 |
|