REGENT PEAK WEALTH ADVISORS LLC – Lincoln National Corporation Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$230,000
portfolio value
REGENT PEAK WEALTH ADVISORS 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 | Decrease | -0.64% | -34 shares | -17K | $43.91 | 5.25K |
| Q2 2022 | share | Increase | +0.96% | 50 shares | -95K | $46.77 | 5.28K |
| Q1 2022 | share | Decrease | -1.11% | -59 shares | -19K | $65.36 | 5.23K |
| Q4 2021 | share | Increase | +0.95% | 50 shares | 1K | $68.54 | 5.29K |
| Q3 2021 | share | Increase | +1.39% | 72 shares | 41K | $68.35 | 5.24K |
| Q2 2021 | share | Increase | 0.00% | 5.17K shares | 319K | $62.06 | 5.17K |
| Q4 2020 | share | Increase | 0.00% | 2.49K shares | 126K | $48.95 | 2.49K |