YMRC
Yorktown Management & Research Company’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,300
| Closed | -$857K | – | 322 |
|
|
2019
Q2 | $857K | Sell |
13,300
-1,465
| -10% | -$94.4K | 0.32% | 81 |
|
|
2019
Q1 | $867K | Hold |
14,765
| – | – | 0.28% | 87 |
|
|
2018
Q4 | $758K | Hold |
14,765
| – | – | 0.25% | 110 |
|
|
2018
Q3 | $999K | Sell |
14,765
-20,000
| -58% | -$1.35M | 0.29% | 100 |
|
|
2018
Q2 | $2.16M | Buy |
34,765
+2,765
| +9% | +$172K | 0.63% | 32 |
|
|
2018
Q1 | $2.34M | Hold |
32,000
| – | – | 0.69% | 29 |
|
|
2017
Q4 | $2.46M | Hold |
32,000
| – | – | 0.71% | 27 |
|
|
2017
Q3 | $2.35M | Buy |
32,000
+12,000
| +60% | +$882K | 0.62% | 28 |
|
|
2017
Q2 | $1.35M | Hold |
20,000
| – | – | 0.43% | 42 |
|
|
2017
Q1 | $1.31M | Buy |
20,000
+3,500
| +21% | +$229K | 0.34% | 64 |
|
|
2016
Q4 | $1.09M | Buy |
+16,500
| New | +$1.09M | 0.28% | 71 |
|
|
2015
Q1 | – | Sell |
-13,700
| Closed | -$790K | – | 498 |
|
|
2014
Q4 | $790K | Buy |
13,700
+3,700
| +37% | +$213K | 0.17% | 94 |
|
|
2014
Q3 | $536K | Sell |
10,000
-4,100
| -29% | -$220K | 0.1% | 114 |
|
|
2014
Q2 | $725K | Hold |
14,100
| – | – | 0.13% | 109 |
|
|
2014
Q1 | $715K | Sell |
14,100
-600
| -4% | -$30.4K | 0.14% | 109 |
|
|
2013
Q4 | $759K | Buy |
14,700
+4,700
| +47% | +$243K | 0.15% | 102 |
|
|
2013
Q3 | $420K | Buy |
+10,000
| New | +$420K | 0.09% | 127 |
|