Accel Wealth Management’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,548
| Closed | -$20K | – | 566 |
|
|
2023
Q1 | $20K | Hold |
7,548
| – | – | 0.01% | 711 |
|
|
2022
Q4 | $39.4K | Hold |
7,548
| – | – | 0.02% | 396 |
|
|
2022
Q3 | $61K | Sell |
7,548
-382
| -5% | -$3.09K | 0.03% | 327 |
|
|
2022
Q2 | $85K | Buy |
7,930
+15
| +0.2% | +$161 | 0.05% | 258 |
|
|
2022
Q1 | $91K | Buy |
7,915
+414
| +6% | +$4.76K | 0.05% | 267 |
|
|
2021
Q4 | $94K | Buy |
7,501
+12
| +0.2% | +$150 | 0.05% | 271 |
|
|
2021
Q3 | $93K | Buy |
7,489
+12
| +0.2% | +$149 | 0.06% | 230 |
|
|
2021
Q2 | $102K | Buy |
7,477
+10
| +0.1% | +$136 | 0.07% | 233 |
|
|
2021
Q1 | $100K | Sell |
7,467
-590
| -7% | -$7.9K | 0.08% | 216 |
|
|
2020
Q4 | $79K | Buy |
+8,057
| New | +$79K | 0.07% | 231 |
|