Wealthstreet Investment Advisors’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-5,280
| Closed | -$329K | – | 228 |
|
2021
Q1 | $329K | Hold |
5,280
| – | – | 0.03% | 304 |
|
2020
Q4 | $266K | Buy |
+5,280
| New | +$266K | 0.03% | 311 |
|
2020
Q3 | – | Sell |
-5,568
| Closed | -$205K | – | 345 |
|
2020
Q2 | $205K | Buy |
+5,568
| New | +$205K | 0.03% | 307 |
|
2020
Q1 | – | Sell |
-3,830
| Closed | -$226K | – | 331 |
|
2019
Q4 | $226K | Hold |
3,830
| – | – | 0.03% | 320 |
|
2019
Q3 | $237K | Hold |
3,830
| – | – | 0.03% | 304 |
|
2019
Q2 | $247K | Hold |
3,830
| – | – | 0.03% | 306 |
|
2019
Q1 | $225K | Hold |
3,830
| – | – | 0.03% | 314 |
|
2018
Q4 | $227K | Hold |
3,830
| – | – | 0.03% | 302 |
|
2018
Q3 | $259K | Hold |
3,830
| – | – | 0.03% | 309 |
|
2018
Q2 | $238K | Hold |
3,830
| – | – | 0.03% | 313 |
|
2018
Q1 | $280K | Buy |
+3,830
| New | +$280K | 0.04% | 291 |
|