Wealthspire Advisors (Maryland)’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,377
| Closed | -$81K | – | 1346 |
|
|
2019
Q1 | $81K | Buy |
1,377
+63
| +5% | +$3.71K | 0.01% | 717 |
|
|
2018
Q4 | $67K | Buy |
1,314
+53
| +4% | +$2.7K | 0.01% | 741 |
|
|
2018
Q3 | $85K | Buy |
1,261
+152
| +14% | +$10.2K | 0.01% | 753 |
|
|
2018
Q2 | $69K | Buy |
1,109
+4
| +0.4% | +$249 | 0.01% | 856 |
|
|
2018
Q1 | $81K | Sell |
1,105
-26
| -2% | -$1.91K | 0.01% | 791 |
|
|
2017
Q4 | $87K | Buy |
1,131
+68
| +6% | +$5.23K | 0.01% | 769 |
|
|
2017
Q3 | $78K | Sell |
1,063
-117
| -10% | -$8.59K | 0.01% | 804 |
|
|
2017
Q2 | $80K | Buy |
1,180
+523
| +80% | +$35.5K | 0.01% | 778 |
|
|
2017
Q1 | $43K | Buy |
657
+37
| +6% | +$2.42K | 0.01% | 839 |
|
|
2016
Q4 | $41K | Buy |
620
+63
| +11% | +$4.17K | 0.01% | 828 |
|
|
2016
Q3 | $26K | Buy |
557
+143
| +35% | +$6.68K | ﹤0.01% | 986 |
|
|
2016
Q2 | $16K | Hold |
414
| – | – | ﹤0.01% | 1070 |
|
|
2016
Q1 | $16K | Sell |
414
-1,042
| -72% | -$40.3K | ﹤0.01% | 1043 |
|
|
2015
Q4 | $73K | Buy |
+1,456
| New | +$73K | 0.01% | 612 |
|