SWMG
Signature Wealth Management Group’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,124
| Closed | -$550K | – | 82 |
|
|
2019
Q3 | $550K | Sell |
9,124
-579
| -6% | -$34.9K | 0.36% | 64 |
|
|
2019
Q2 | $643K | Buy |
9,703
+454
| +5% | +$30.1K | 0.43% | 57 |
|
|
2019
Q1 | $543K | Buy |
9,249
+1,187
| +15% | +$69.7K | 0.38% | 61 |
|
|
2018
Q4 | $414K | Buy |
8,062
+158
| +2% | +$8.11K | 0.32% | 64 |
|
|
2018
Q3 | $456K | Buy |
7,904
+7,879
| +31,516% | +$455K | 0.34% | 62 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 295 |
|
|
2018
Q1 | $2K | Sell |
25
-87
| -78% | -$6.96K | ﹤0.01% | 294 |
|
|
2017
Q4 | $9K | Buy |
+112
| New | +$9K | 0.01% | 195 |
|