TIA
LNC.PR

Traphagen Investment Advisors’s LINCOLN NATL $3 CV PFD A LNC.PR Stock Holding History

Traphagen Investment Advisors’s Portfolio LNC.PR Stock Details LNC.PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,799
Closed -$224K – 131
2019
Q4 		$224K Hold
3,799
– – 0.05% 109
2019
Q3 		$229K Sell
3,799
-1,000
-21% -$60.3K 0.06% 100
2019
Q2 		$309K Hold
4,799
– – 0.08% 86
2019
Q1 		$282K Buy
+4,799
New +$282K 0.08% 85

Traphagen Investment Advisors's LNC.PR Position: Q1 2020 in Review

Traphagen Investment Advisors sold out of LINCOLN NATL $3 CV PFD A (LNC.PR) in Q1 2020, closing a stake of 3,799 shares — an estimated $224K sold.

Traphagen Investment Advisors first reported a position in LNC.PR in Q1 2019 and held it in 4 quarters. The position peaked at $309K in Q2 2019. 0 funds tracked by Wall St. Rank hold LNC.PR as of Q1 2020.

  • Traphagen Investment Advisors reported no remaining LINCOLN NATL $3 CV PFD A position as of Q1 2020 after selling out during the quarter.
  • Traphagen Investment Advisors sold 3,799 LINCOLN NATL $3 CV PFD A shares in Q1 2020, an estimated $224K.
  • Traphagen Investment Advisors first reported a position in LINCOLN NATL $3 CV PFD A in Q1 2019 and held it in 4 quarters.
  • Traphagen Investment Advisors's LINCOLN NATL $3 CV PFD A position peaked at $309K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held LINCOLN NATL $3 CV PFD A as of Q1 2020.

Based on Traphagen Investment Advisors's 13F filing for Q1 2020, filed 17 Jun 2024.