180 Wealth Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,914
| Closed | -$143K | – | 245 |
|
|
2019
Q4 | $143K | Sell |
10,914
-575
| -5% | -$7.53K | 0.06% | 256 |
|
|
2019
Q3 | $135K | Sell |
11,489
-631
| -5% | -$7.41K | 0.06% | 248 |
|
|
2019
Q2 | $146K | Sell |
12,120
-1,156
| -9% | -$13.9K | 0.07% | 241 |
|
|
2019
Q1 | $151K | Sell |
13,276
-23,071
| -63% | -$262K | 0.07% | 245 |
|
|
2018
Q4 | $771K | Hold |
36,347
| – | – | 0.36% | 83 |
|
|
2018
Q3 | $771K | Buy |
36,347
+23,446
| +182% | +$497K | 0.36% | 86 |
|
|
2018
Q2 | $240K | Sell |
12,901
-9,888
| -43% | -$184K | 0.12% | 203 |
|
|
2018
Q1 | $371K | Sell |
22,789
-2,226
| -9% | -$36.2K | 0.19% | 140 |
|
|
2017
Q4 | $417K | Buy |
+25,015
| New | +$417K | 0.21% | 125 |
|