Legacy Private Trust’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,117
| Closed | -$207K | – | 247 |
|
|
2016
Q4 | $207K | Buy |
+3,117
| New | +$207K | 0.03% | 229 |
|
|
2015
Q3 | – | Sell |
-3,637
| Closed | -$215K | – | 239 |
|
|
2015
Q2 | $215K | Buy |
3,637
+150
| +4% | +$8.87K | 0.03% | 236 |
|
|
2015
Q1 | $200K | Hold |
3,487
| – | – | 0.03% | 243 |
|
|
2014
Q4 | $201K | Buy |
+3,487
| New | +$201K | 0.03% | 250 |
|
|
2014
Q1 | – | Sell |
-20,512
| Closed | -$1.06M | – | 215 |
|
|
2013
Q4 | $1.06M | Sell |
20,512
-1,415
| -6% | -$73.1K | 0.19% | 104 |
|
|
2013
Q3 | $921K | Sell |
21,927
-843
| -4% | -$35.4K | 0.19% | 93 |
|
|
2013
Q2 | $830K | Buy |
+22,770
| New | +$830K | 0.2% | 94 |
|