Selective Wealth Management, Inc. Lincoln National Corp Transaction History

Selective Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$43.59 - $51.79 $24,105 - $28,639	-553 Reduced 50.0%	553 $24,000
Q3 2021 Oct 27, 2021	SELL	$57.0 - $71.89 $31,521 - $39,755	-553 Reduced 33.33%	1,106 $76,000
Q3 2020 Oct 21, 2020	SELL	$30.14 - $39.81 $7,113 - $9,395	-236 Reduced 12.45%	1,659 $52,000
Q2 2020 Jul 15, 2020	BUY	$23.46 - $50.04 $38,920 - $83,016	1,659 Added 702.97%	1,895 $70,000
Q3 2019 Oct 29, 2019	BUY	$51.42 - $66.89 $12,135 - $15,786	236 New	236 $14,000

605

119M

2.6M

5.41M

Ticker LNC
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 170,226,000
Market Cap $6.01B
Description
Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates through four segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection. The Annuities segment offers fixed, variable, and indexed variable annuities. The Retirement Plan Service...

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Selective Wealth Management, Inc. with notifications on news.