Accurate Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,534
| Closed | -$53K | – | 298 |
|
|
2023
Q4 | $53K | Sell |
33,534
-7,150
| -18% | -$11.3K | 0.02% | 270 |
|
|
2023
Q3 | $57.8K | Sell |
40,684
-410
| -1% | -$582 | 0.02% | 266 |
|
|
2023
Q2 | $76K | Sell |
41,094
-19,390
| -32% | -$35.9K | 0.02% | 268 |
|
|
2023
Q1 | $148K | Buy |
60,484
+24,608
| +69% | +$60.3K | 0.05% | 241 |
|
|
2022
Q4 | $201K | Buy |
35,876
+14,358
| +67% | +$80.4K | 0.07% | 209 |
|
|
2022
Q3 | $236K | Buy |
+21,518
| New | +$236K | 0.1% | 160 |
|