SUGARLOAF WEALTH MANAGEMENT, LLC – Lincoln National Corporation Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$182,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.12%
quarter
Lincoln National Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +109.43% | 2.15K shares | 90K | $43.91 | 4.13K |
| Q2 2022 | share | Increase | 0.00% | 1.97K shares | 92K | $46.77 | 1.97K |
| Q2 2022 | call | Decrease | -100.00% | -1.80K shares | -118K | $46.77 | 0 |
| Q1 2022 | call | Decrease | -1.85% | -34 shares | -8K | $65.36 | 1.80K |
| Q4 2021 | call | Decrease | -9.54% | -194 shares | -14K | $68.54 | 1.84K |
| Q3 2021 | call | Increase | +0.39% | 8 shares | 13K | $68.35 | 2.03K |
| Q2 2021 | call | Increase | 0.00% | 2.02K shares | 127K | $62.06 | 2.02K |
| Q2 2021 | share | Decrease | -100.00% | -2.02K shares | -126K | $62.06 | 0 |
| Q1 2021 | share | Decrease | -16.02% | -387 shares | 4K | $61.08 | 2.02K |
| Q4 2020 | share | Increase | +0.79% | 19 shares | 47K | $48.95 | 2.41K |
| Q3 2020 | share | Increase | +0.63% | 15 shares | -13K | $30.15 | 2.39K |
| Q2 2020 | share | Increase | +0.25% | 6 shares | 25K | $34.97 | 2.38K |
| Q1 2020 | share | Increase | +38.30% | 658 shares | -38K | $24.73 | 2.37K |
| Q4 2019 | share | Increase | 0.00% | 1.71K shares | 101K | $55.08 | 1.71K |