Alan B. Lancz & Associates’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $57.4K | Sell |
31,360
-3,550
| -10% | -$6.5K | 0.06% | 132 |
|
|
2023
Q3 | $49.6K | Sell |
34,910
-5,300
| -13% | -$7.53K | 0.06% | 128 |
|
|
2023
Q2 | $90.9K | Buy |
+40,210
| New | +$90.9K | 0.1% | 131 |
|
|
2023
Q1 | – | Sell |
-43,610
| Closed | -$257K | – | 182 |
|
|
2022
Q4 | $257K | Sell |
43,610
-6,300
| -13% | -$37.2K | 0.26% | 109 |
|
|
2022
Q3 | $363K | Hold |
49,910
| – | – | 0.43% | 70 |
|
|
2022
Q2 | $544K | Sell |
49,910
-3,300
| -6% | -$36K | 0.54% | 45 |
|
|
2022
Q1 | $600K | Sell |
53,210
-2,000
| -4% | -$22.6K | 0.53% | 55 |
|
|
2021
Q4 | $693K | Buy |
+55,210
| New | +$693K | 0.61% | 41 |
|