WR Wealth Planners’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,750
Closed -$92.6K 566
2023
Q3
$92.6K Hold
3,750
0.04% 251
2023
Q2
$96.6K Hold
3,750
0.04% 244
2023
Q1
$84.3K Buy
+3,750
New +$84.3K 0.04% 261