Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,700
Closed -$16K 573
2020
Q1
$16K Buy
+1,700
New +$21.3K ﹤0.01% 557
2016
Q3
Sell
-17,215
Closed -$499 432
2016
Q2
$499 Buy
17,215
+2,606
+18% +$75.9K 0.04% 367
2016
Q1
$467K Sell
14,609
-264
-2% -$7.4K 0.04% 377
2015
Q4
$374K Sell
14,873
-317
-2% -$8.5K 0.03% 421
2015
Q3
$382K Buy
15,190
+7,270
+92% +$201K 0.03% 457
2015
Q2
$233 Sell
7,920
-371
-4% -$12.6K 0.03% 382
2015
Q1
$287 Buy
+8,291
New +$310K 0.04% 349
2013
Q3
Sell
-15,410
Closed -$545K 313
2013
Q2
$545K Buy
+15,410
New +$560K 0.07% 214

Other funds holding LUMN