Avantax Planning Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,002
| Closed | -$111K | – | 302 |
|
|
2020
Q3 | $111K | Buy |
11,002
+171
| +2% | +$1.73K | 0.01% | 294 |
|
|
2020
Q2 | $109K | Sell |
10,831
-1,992
| -16% | -$20K | 0.01% | 275 |
|
|
2020
Q1 | $121K | Buy |
+12,823
| New | +$121K | 0.01% | 263 |
|
|
2018
Q4 | – | Sell |
-2,372
| Closed | -$50K | – | 814 |
|
|
2018
Q3 | $50K | Buy |
+2,372
| New | +$50K | ﹤0.01% | 489 |
|
|
2018
Q2 | – | Sell |
-11,289
| Closed | -$185K | – | 927 |
|
|
2018
Q1 | $185K | Buy |
11,289
+173
| +2% | +$2.84K | 0.02% | 309 |
|
|
2017
Q4 | $185K | Sell |
11,116
-3,971
| -26% | -$66.1K | 0.02% | 298 |
|
|
2017
Q3 | $285K | Buy |
+15,087
| New | +$285K | 0.02% | 282 |
|