AWM
LFT

AE Wealth Management’s Lument Finance Trust LFT Stock Holding History

AE Wealth Management’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-85,204
Closed -$275K – 1203
2019
Q4 		$275K Buy
85,204
+13,389
+19% +$43.2K 0.01% 934
2019
Q3 		$241K Buy
71,815
+1,733
+2% +$5.82K 0.01% 861
2019
Q2 		$239K Buy
70,082
+38,027
+119% +$130K 0.01% 839
2019
Q1 		$112K Buy
+32,055
New +$112K 0.01% 616