TWA
TCI Wealth Advisors’s Lincoln National LNC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-33
| Closed | -$742 | – | 1328 |
|
2023
Q1 | $742 | Sell |
33
-17
| -34% | -$382 | ﹤0.01% | 2154 |
|
2022
Q4 | $1.54K | Sell |
50
-421
| -89% | -$12.9K | ﹤0.01% | 2032 |
|
2022
Q3 | $21K | Sell |
471
-102
| -18% | -$4.55K | ﹤0.01% | 636 |
|
2022
Q2 | $27K | Buy |
573
+28
| +5% | +$1.32K | ﹤0.01% | 550 |
|
2022
Q1 | $35K | Sell |
545
-288
| -35% | -$18.5K | 0.01% | 502 |
|
2021
Q4 | $57K | Hold |
833
| – | – | 0.01% | 375 |
|
2021
Q3 | $57K | Buy |
833
+161
| +24% | +$11K | 0.01% | 368 |
|
2021
Q2 | $42K | Buy |
672
+48
| +8% | +$3K | 0.01% | 416 |
|
2021
Q1 | $39K | Buy |
624
+163
| +35% | +$10.2K | 0.02% | 386 |
|
2020
Q4 | $23K | Sell |
461
-34
| -7% | -$1.7K | 0.01% | 447 |
|
2020
Q3 | $16K | Buy |
495
+38
| +8% | +$1.23K | 0.01% | 469 |
|
2020
Q2 | $17K | Buy |
457
+430
| +1,593% | +$16K | 0.01% | 467 |
|
2020
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1267 |
|
2019
Q2 | – | Sell |
-784
| Closed | -$46K | – | 1493 |
|
2019
Q1 | $46K | Buy |
784
+4
| +0.5% | +$235 | 0.02% | 348 |
|
2018
Q4 | $40K | Sell |
780
-7
| -0.9% | -$359 | 0.02% | 341 |
|
2018
Q3 | $53K | Buy |
787
+13
| +2% | +$875 | 0.02% | 322 |
|
2018
Q2 | $48K | Buy |
774
+3
| +0.4% | +$186 | 0.02% | 328 |
|
2018
Q1 | $56K | Buy |
771
+2
| +0.3% | +$145 | 0.03% | 305 |
|
2017
Q4 | $59K | Buy |
769
+569
| +285% | +$43.7K | 0.03% | 311 |
|
2017
Q3 | $15K | Hold |
200
| – | – | 0.01% | 519 |
|
2017
Q2 | $14K | Hold |
200
| – | – | 0.01% | 530 |
|
2017
Q1 | $13K | Hold |
200
| – | – | 0.01% | 526 |
|
2016
Q4 | $13K | Hold |
200
| – | – | 0.01% | 571 |
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 602 |
|
2016
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 619 |
|
2016
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 629 |
|
2015
Q4 | $10K | Hold |
200
| – | – | 0.01% | 583 |
|
2015
Q3 | $9K | Hold |
200
| – | – | 0.01% | 536 |
|
2015
Q2 | $12K | Sell |
200
-400
| -67% | -$24K | 0.01% | 487 |
|
2015
Q1 | $34K | Hold |
600
| – | – | 0.02% | 279 |
|
2014
Q4 | $35K | Hold |
600
| – | – | 0.02% | 284 |
|
2014
Q3 | $32K | Buy |
600
+400
| +200% | +$21.3K | 0.02% | 272 |
|
2014
Q2 | $10K | Hold |
200
| – | – | 0.01% | 455 |
|
2014
Q1 | $10K | Hold |
200
| – | – | 0.01% | 419 |
|
2013
Q4 | $10K | Hold |
200
| – | – | 0.01% | 424 |
|
2013
Q3 | $8K | Hold |
200
| – | – | 0.01% | 404 |
|
2013
Q2 | $7K | Buy |
+200
| New | +$7K | 0.01% | 411 |
|