Selective Wealth Management’s Lincoln National LNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-553	Closed	-$24K	–	465
2022 Q3	$24K	Sell	553 -553	-50%	-$26.6K	0.01%	398
2022 Q2	$52K	Hold	1,106	–	–	0.02%	316
2022 Q1	$72K	Hold	1,106	–	–	0.03%	243
2021 Q4	$75K	Hold	1,106	–	–	0.03%	225
2021 Q3	$76K	Sell	1,106 -553	-33%	-$36.1K	0.04%	212
2021 Q2	$104K	Hold	1,659	–	–	0.08%	116
2021 Q1	$103K	Hold	1,659	–	–	0.09%	82
2020 Q4	$83K	Hold	1,659	–	–	0.05%	84
2020 Q3	$52K	Sell	1,659 -236	-12%	-$8.42K	0.04%	98
2020 Q2	$70K	Buy	1,895 +1,659	+703%	+$58.4K	0.06%	91
2020 Q1	$6K	Hold	236	–	–	0.01%	190
2019 Q4	$14K	Hold	236	–	–	0.02%	142
2019 Q3	$14K	Buy	+236	New	+$14.1K	0.02%	146