SWM
Selective Wealth Management’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-553
| Closed | -$24K | – | 464 |
|
|
2022
Q3 | $24K | Sell |
553
-553
| -50% | -$24K | 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% | -$38K | 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% | -$7.4K | 0.04% | 98 |
|
|
2020
Q2 | $70K | Buy |
1,895
+1,659
| +703% | +$61.3K | 0.06% | 91 |
|
|
2020
Q1 | $6K | Hold |
236
| – | – | 0.01% | 189 |
|
|
2019
Q4 | $14K | Hold |
236
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $14K | Buy |
+236
| New | +$14K | 0.02% | 146 |
|