Meritage Portfolio Management’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 |
-15,440
| Closed | -$995K | – | 243 |
|
|
2019
Q2 | $995K | Sell |
15,440
-67,385
| -81% | -$4.34M | 0.1% | 148 |
|
|
2019
Q1 | $4.86M | Buy |
82,825
+13,630
| +20% | +$800K | 0.49% | 83 |
|
|
2018
Q4 | $3.55M | Sell |
69,195
-4,855
| -7% | -$249K | 0.41% | 104 |
|
|
2018
Q3 | $5.01M | Sell |
74,050
-920
| -1% | -$62.2K | 0.46% | 97 |
|
|
2018
Q2 | $4.67M | Sell |
74,970
-2,893
| -4% | -$180K | 0.45% | 99 |
|
|
2018
Q1 | $5.69M | Sell |
77,863
-300
| -0.4% | -$21.9K | 0.55% | 68 |
|
|
2017
Q4 | $6.01M | Buy |
+78,163
| New | +$6.01M | 0.58% | 64 |
|