WP
WealthSource Partners’s Lincoln National LNC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,028
| Closed | -$263K | – | 561 |
|
2022
Q1 | $263K | Sell |
4,028
-90
| -2% | -$5.88K | 0.02% | 483 |
|
2021
Q4 | $281K | Buy |
4,118
+150
| +4% | +$10.2K | 0.02% | 442 |
|
2021
Q3 | $273K | Buy |
3,968
+101
| +3% | +$6.95K | 0.02% | 419 |
|
2021
Q2 | $243K | Sell |
3,867
-234
| -6% | -$14.7K | 0.02% | 408 |
|
2021
Q1 | $255K | Sell |
4,101
-2,824
| -41% | -$176K | 0.03% | 363 |
|
2020
Q4 | $348K | Sell |
6,925
-1,333
| -16% | -$67K | 0.04% | 265 |
|
2020
Q3 | $259K | Sell |
8,258
-444
| -5% | -$13.9K | 0.03% | 293 |
|
2020
Q2 | $320K | Hold |
8,702
| – | – | 0.05% | 231 |
|
2020
Q1 | $229K | Buy |
8,702
+3,410
| +64% | +$89.7K | 0.04% | 278 |
|
2019
Q4 | $312K | Sell |
5,292
-183
| -3% | -$10.8K | 0.04% | 305 |
|
2019
Q3 | $330K | Buy |
5,475
+144
| +3% | +$8.68K | 0.05% | 310 |
|
2019
Q2 | $344K | Sell |
5,331
-16
| -0.3% | -$1.03K | 0.05% | 309 |
|
2019
Q1 | $314K | Sell |
5,347
-460
| -8% | -$27K | 0.07% | 245 |
|
2018
Q4 | $298K | Buy |
+5,807
| New | +$298K | 0.09% | 212 |
|
2018
Q3 | – | Sell |
-3,508
| Closed | -$218K | – | 336 |
|
2018
Q2 | $218K | Sell |
3,508
-498
| -12% | -$30.9K | 0.06% | 264 |
|
2018
Q1 | $293K | Sell |
4,006
-934
| -19% | -$68.3K | 0.09% | 207 |
|
2017
Q4 | $380K | Buy |
4,940
+210
| +4% | +$16.2K | 0.12% | 166 |
|
2017
Q3 | $348K | Sell |
4,730
-229
| -5% | -$16.8K | 0.12% | 192 |
|
2017
Q2 | $335K | Sell |
4,959
-25
| -0.5% | -$1.69K | 0.11% | 186 |
|
2017
Q1 | $326K | Sell |
4,984
-67
| -1% | -$4.38K | 0.12% | 188 |
|
2016
Q4 | $335K | Sell |
5,051
-5,745
| -53% | -$381K | 0.14% | 151 |
|
2016
Q3 | $507K | Buy |
10,796
+1,681
| +18% | +$78.9K | 0.19% | 117 |
|
2016
Q2 | $353K | Buy |
9,115
+1,645
| +22% | +$63.7K | 0.13% | 149 |
|
2016
Q1 | $293K | Buy |
+7,470
| New | +$293K | 0.12% | 163 |
|