Seven Bridges Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-22,241
| Closed | -$1.71M | – | 53 |
|
|
2017
Q4 | $1.71M | Hold |
22,241
| – | – | 1.39% | 16 |
|
|
2017
Q3 | $1.63M | Sell |
22,241
-2,454
| -10% | -$180K | 1.37% | 16 |
|
|
2017
Q2 | $1.67M | Buy |
24,695
+2,654
| +12% | +$179K | 1.49% | 16 |
|
|
2017
Q1 | $1.44M | Buy |
22,041
+6,267
| +40% | +$410K | 1.37% | 17 |
|
|
2016
Q4 | $1.05M | Sell |
15,774
-3,780
| -19% | -$250K | 1.07% | 28 |
|
|
2016
Q3 | $919K | Sell |
19,554
-1,346
| -6% | -$63.3K | 0.82% | 34 |
|
|
2016
Q2 | $810K | Sell |
20,900
-11,378
| -35% | -$441K | 0.7% | 45 |
|
|
2016
Q1 | $1.27M | Buy |
32,278
+9,816
| +44% | +$385K | 1% | 30 |
|
|
2015
Q4 | $1.13M | Buy |
+22,462
| New | +$1.13M | 1.13% | 27 |
|