Apriem Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,105
| Closed | -$121K | – | 137 |
|
|
2019
Q1 | $121K | Sell |
10,105
-2,934
| -23% | -$40.8K | 0.03% | 123 |
|
|
2018
Q4 | $198K | Sell |
13,039
-2,198
| -14% | -$42K | 0.07% | 118 |
|
|
2018
Q3 | $323K | Buy |
15,237
+198
| +1% | +$4.14K | 0.07% | 103 |
|
|
2018
Q2 | $280K | Buy |
15,039
+2,000
| +15% | +$36.3K | 0.06% | 107 |
|
|
2018
Q1 | $214K | Sell |
13,039
-6,000
| -32% | -$104K | 0.05% | 123 |
|
|
2017
Q4 | $318K | Buy |
19,039
+6,037
| +46% | +$102K | 0.08% | 95 |
|
|
2017
Q3 | $246K | Buy |
13,002
+4,000
| +44% | +$84.2K | 0.06% | 116 |
|
|
2017
Q2 | $215K | Buy |
9,002
+9,000
| +450,000% | +$226K | 0.06% | 122 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 703 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 726 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 622 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 621 |
|
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 601 |
|
|
2015
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 556 |
|
|
2015
Q3 | $0 | Sell |
2
-305
| -99% | -$8.44K | ﹤0.01% | 563 |
|
|
2015
Q2 | $9K | Hold |
307
| – | – | ﹤0.01% | 423 |
|
|
2015
Q1 | $11K | Buy |
307
+305
| +15,250% | +$11.4K | ﹤0.01% | 403 |
|
|
2014
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 534 |
|
|
2014
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 551 |
|
|
2014
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 491 |
|
|
2014
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 511 |
|
|
2013
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 515 |
|
|
2013
Q3 | $0 | Sell |
2
-180
| -99% | -$6.13K | ﹤0.01% | 510 |
|
|
2013
Q2 | $6K | Buy |
+182
| New | +$6.62K | ﹤0.01% | 363 |
|
Other funds holding LUMN
SAM
