TrueWealth LLC’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Hold |
350
| – | – | 0.01% | 437 |
|
|
2020
Q1 | $9K | Hold |
350
| – | – | ﹤0.01% | 462 |
|
|
2019
Q4 | $21K | Hold |
350
| – | – | 0.01% | 374 |
|
|
2019
Q3 | $21K | Hold |
350
| – | – | 0.01% | 361 |
|
|
2019
Q2 | $23K | Buy |
350
+266
| +317% | +$17.5K | 0.01% | 353 |
|
|
2019
Q1 | $5K | Hold |
84
| – | – | ﹤0.01% | 572 |
|
|
2018
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 587 |
|
|
2018
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 578 |
|
|
2018
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 617 |
|
|
2018
Q1 | $6K | Sell |
84
-15
| -15% | -$1.07K | ﹤0.01% | 541 |
|
|
2017
Q4 | $8K | Buy |
+99
| New | +$8K | ﹤0.01% | 555 |
|