TSWM
Triangle Securities Wealth Management’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,092
| Closed | -$242K | – | 136 |
|
|
2015
Q2 | $242K | Sell |
4,092
-488
| -11% | -$28.9K | 0.17% | 121 |
|
|
2015
Q1 | $263K | Buy |
4,580
+242
| +6% | +$13.9K | 0.18% | 119 |
|
|
2014
Q4 | $250K | Hold |
4,338
| – | – | 0.18% | 112 |
|
|
2014
Q3 | $232K | Sell |
4,338
-175
| -4% | -$9.36K | 0.18% | 112 |
|
|
2014
Q2 | $232K | Buy |
+4,513
| New | +$232K | 0.18% | 115 |
|
|
2014
Q1 | – | Sell |
-4,863
| Closed | -$251K | – | 122 |
|
|
2013
Q4 | $251K | Hold |
4,863
| – | – | 0.2% | 108 |
|
|
2013
Q3 | $204K | Hold |
4,863
| – | – | 0.18% | 118 |
|
|
2013
Q2 | $177K | Buy |
+4,863
| New | +$177K | 0.13% | 125 |
|