SAM
SignalPoint Asset Management’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,900
| Closed | -$952K | – | 250 |
|
|
2023
Q4 | $952K | Buy |
34,900
+6,512
| +23% | +$178K | 0.28% | 73 |
|
|
2023
Q3 | $753K | Buy |
28,388
+771
| +3% | +$20.5K | 0.24% | 86 |
|
|
2023
Q2 | $742K | Buy |
27,617
+8,289
| +43% | +$223K | 0.23% | 88 |
|
|
2023
Q1 | $493K | Buy |
+19,328
| New | +$493K | 0.16% | 127 |
|