PWAG
Polaris Wealth Advisory Group’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-341,499
| Closed | -$22.6M | – | 115 |
|
|
2016
Q4 | $22.6M | Buy |
341,499
+332,921
| +3,881% | +$22.1M | 2.62% | 8 |
|
|
2016
Q3 | $403K | Sell |
8,578
-200
| -2% | -$9.4K | 0.05% | 84 |
|
|
2016
Q2 | $340K | Buy |
+8,778
| New | +$340K | 0.05% | 79 |
|
|
2014
Q2 | – | Sell |
-40,594
| Closed | -$2.06M | – | 114 |
|
|
2014
Q1 | $2.06M | Buy |
40,594
+6,664
| +20% | +$338K | 0.48% | 43 |
|
|
2013
Q4 | $1.75M | Buy |
33,930
+4,390
| +15% | +$227K | 0.43% | 38 |
|
|
2013
Q3 | $1.24M | Buy |
+29,540
| New | +$1.24M | 0.39% | 38 |
|