YHB 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,950
| Closed | -$289K | – | 183 |
|
2018
Q1 | $289K | Hold |
3,950
| – | – | 0.05% | 154 |
|
2017
Q4 | $304K | Sell |
3,950
-50
| -1% | -$3.85K | 0.05% | 158 |
|
2017
Q3 | $294K | Buy |
4,000
+300
| +8% | +$22.1K | 0.05% | 154 |
|
2017
Q2 | $250K | Sell |
3,700
-350
| -9% | -$23.6K | 0.04% | 161 |
|
2017
Q1 | $267K | Hold |
4,050
| – | – | 0.05% | 158 |
|
2016
Q4 | $268K | Buy |
+4,050
| New | +$268K | 0.06% | 150 |
|