SMFS
Squar Milner Financial Services’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,718
| Closed | -$71K | – | 503 |
|
|
2020
Q1 | $71K | Sell |
2,718
-14
| -0.5% | -$366 | 0.04% | 324 |
|
|
2019
Q4 | $161K | Buy |
+2,732
| New | +$161K | 0.08% | 238 |
|
|
2019
Q3 | – | Sell |
-2,544
| Closed | -$164K | – | 498 |
|
|
2019
Q2 | $164K | Sell |
2,544
-379
| -13% | -$24.4K | 0.11% | 191 |
|
|
2019
Q1 | $171K | Sell |
2,923
-112
| -4% | -$6.55K | 0.13% | 182 |
|
|
2018
Q4 | $156K | Hold |
3,035
| – | – | 0.15% | 162 |
|
|
2018
Q3 | $205K | Hold |
3,035
| – | – | 0.18% | 149 |
|
|
2018
Q2 | $189K | Buy |
3,035
+47
| +2% | +$2.93K | 0.17% | 167 |
|
|
2018
Q1 | $218K | Hold |
2,988
| – | – | 0.28% | 138 |
|
|
2017
Q4 | $256K | Buy |
+2,988
| New | +$256K | 0.31% | 117 |
|