Adams Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-20,360
| Closed | -$46K | – | 94 |
|
2023
Q2 | $46K | Sell |
20,360
-943
| -4% | -$2.13K | 0.01% | 96 |
|
2023
Q1 | $56.5K | Sell |
21,303
-115,488
| -84% | -$306K | 0.02% | 100 |
|
2022
Q4 | $714K | Buy |
136,791
+75,140
| +122% | +$392K | 0.25% | 63 |
|
2022
Q3 | $449K | Buy |
61,651
+10,502
| +21% | +$76.5K | 0.17% | 67 |
|
2022
Q2 | $558K | Buy |
51,149
+8,920
| +21% | +$97.3K | 0.21% | 49 |
|
2022
Q1 | $476K | Buy |
42,229
+4,009
| +10% | +$45.2K | 0.16% | 57 |
|
2021
Q4 | $480K | Buy |
38,220
+9,707
| +34% | +$122K | 0.14% | 57 |
|
2021
Q3 | $353K | Buy |
28,513
+2,587
| +10% | +$32K | 0.13% | 54 |
|
2021
Q2 | $352K | Sell |
25,926
-260
| -1% | -$3.53K | 0.15% | 55 |
|
2021
Q1 | $350K | Buy |
26,186
+1,989
| +8% | +$26.6K | 0.16% | 53 |
|
2020
Q4 | $236K | Sell |
24,197
-110
| -0.5% | -$1.07K | 0.15% | 56 |
|
2020
Q3 | $245K | Buy |
24,307
+805
| +3% | +$8.11K | 0.19% | 49 |
|
2020
Q2 | $236K | Buy |
+23,502
| New | +$236K | 0.24% | 61 |
|