Mark Sheptoff Financial Planning’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 |
-150
| Closed | -$10K | – | 375 |
|
|
2019
Q2 | $10K | Sell |
150
-150
| -50% | -$10K | 0.01% | 264 |
|
|
2019
Q1 | $18K | Hold |
300
| – | – | 0.01% | 215 |
|
|
2018
Q4 | $15K | Sell |
300
-1,150
| -79% | -$57.5K | 0.01% | 205 |
|
|
2018
Q3 | $98K | Sell |
1,450
-600
| -29% | -$40.6K | 0.07% | 129 |
|
|
2018
Q2 | $128K | Buy |
+2,050
| New | +$128K | 0.09% | 117 |
|
|
2015
Q4 | – | Sell |
-49
| Closed | -$2K | – | 409 |
|
|
2015
Q3 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 347 |
|