WealthTrust-Arizona’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-738
| Closed | -$54K | – | 690 |
|
|
2018
Q1 | $54K | Sell |
738
-126
| -15% | -$9.22K | 0.03% | 152 |
|
|
2017
Q4 | $66K | Sell |
864
-114
| -12% | -$8.71K | 0.03% | 140 |
|
|
2017
Q3 | $72K | Sell |
978
-237
| -20% | -$17.4K | 0.04% | 128 |
|
|
2017
Q2 | $82K | Hold |
1,215
| – | – | 0.04% | 110 |
|
|
2017
Q1 | $80K | Hold |
1,215
| – | – | 0.04% | 108 |
|
|
2016
Q4 | $81K | Buy |
1,215
+97
| +9% | +$6.47K | 0.05% | 108 |
|
|
2016
Q3 | $53K | Buy |
1,118
+81
| +8% | +$3.84K | 0.03% | 135 |
|
|
2016
Q2 | $40K | Buy |
1,037
+195
| +23% | +$7.52K | 0.02% | 169 |
|
|
2016
Q1 | $33K | Sell |
842
-153
| -15% | -$6K | 0.02% | 184 |
|
|
2015
Q4 | $50K | Buy |
995
+13
| +1% | +$653 | 0.03% | 150 |
|
|
2015
Q3 | $47K | Buy |
982
+149
| +18% | +$7.13K | 0.03% | 152 |
|
|
2015
Q2 | $49K | Buy |
833
+60
| +8% | +$3.53K | 0.03% | 159 |
|
|
2015
Q1 | $44K | Buy |
773
+607
| +366% | +$34.6K | 0.03% | 177 |
|
|
2014
Q4 | $10K | Hold |
166
| – | – | 0.01% | 400 |
|
|
2014
Q3 | $9K | Sell |
166
-21
| -11% | -$1.14K | 0.01% | 425 |
|
|
2014
Q2 | $10K | Sell |
187
-34
| -15% | -$1.82K | 0.01% | 409 |
|
|
2014
Q1 | $11K | Hold |
221
| – | – | 0.01% | 413 |
|
|
2013
Q4 | $11K | Sell |
221
-50
| -18% | -$2.49K | 0.01% | 393 |
|
|
2013
Q3 | $11K | Sell |
271
-46
| -15% | -$1.87K | 0.01% | 344 |
|
|
2013
Q2 | $12K | Buy |
+317
| New | +$12K | 0.02% | 301 |
|