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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,799
Closed -$224K 132
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