Archford Capital Strategies’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,524
| Closed | -$41K | – | 393 |
|
|
2019
Q2 | $41K | Hold |
3,524
| – | – | 0.01% | 295 |
|
|
2019
Q1 | $42K | Sell |
3,524
-791
| -18% | -$9.43K | 0.02% | 289 |
|
|
2018
Q4 | $65K | Sell |
4,315
-620
| -13% | -$9.34K | 0.03% | 252 |
|
|
2018
Q3 | $105K | Sell |
4,935
-787
| -14% | -$16.7K | 0.04% | 244 |
|
|
2018
Q2 | $107K | Sell |
5,722
-2,069
| -27% | -$38.7K | 0.04% | 247 |
|
|
2018
Q1 | $130K | Buy |
+7,791
| New | +$130K | 0.05% | 149 |
|
|
2017
Q4 | – | Sell |
-31,287
| Closed | -$591K | – | 194 |
|
|
2017
Q3 | $591K | Sell |
31,287
-381
| -1% | -$7.2K | 0.22% | 134 |
|
|
2017
Q2 | $756K | Sell |
31,668
-1,573
| -5% | -$37.6K | 0.3% | 115 |
|
|
2017
Q1 | $794K | Sell |
33,241
-87
| -0.3% | -$2.08K | 0.3% | 113 |
|
|
2016
Q4 | $792K | Sell |
33,328
-12,570
| -27% | -$299K | 0.33% | 104 |
|
|
2016
Q3 | $1.26M | Buy |
45,898
+30,313
| +195% | +$831K | 0.52% | 58 |
|
|
2016
Q2 | $452K | Sell |
15,585
-23,526
| -60% | -$682K | 0.24% | 116 |
|
|
2016
Q1 | $1.25M | Buy |
39,111
+6,572
| +20% | +$210K | 0.6% | 51 |
|
|
2015
Q4 | $1.27M | Buy |
32,539
+24,486
| +304% | +$957K | 0.58% | 46 |
|
|
2015
Q3 | $202K | Buy |
8,053
+798
| +11% | +$20K | 0.15% | 113 |
|
|
2015
Q2 | $213K | Sell |
7,255
-198
| -3% | -$5.81K | 0.15% | 109 |
|
|
2015
Q1 | $258K | Buy |
7,453
+7,060
| +1,796% | +$244K | 0.18% | 112 |
|
|
2014
Q4 | $16K | Hold |
393
| – | – | 0.01% | 311 |
|
|
2014
Q3 | $16K | Hold |
393
| – | – | 0.01% | 318 |
|
|
2014
Q2 | $14.2K | Buy |
393
+175
| +80% | +$6.34K | 0.01% | 360 |
|
|
2014
Q1 | $7.16K | Buy |
+218
| New | +$7.16K | 0.01% | 484 |
|