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Avantax Planning Partners’s Lumen LUMN Stock Holding History

Avantax Planning Partners’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,002
Closed -$111K – 302
2020
Q3 		$111K Buy
11,002
+171
+2% +$1.78K 0.01% 294
2020
Q2 		$109K Sell
10,831
-1,992
-16% -$19.9K 0.01% 275
2020
Q1 		$121K Buy
+12,823
New +$160K 0.01% 263
2018
Q4 		– Sell
-2,372
Closed -$50K – 816
2018
Q3 		$50K Buy
+2,372
New +$49.6K ﹤0.01% 489
2018
Q2 		– Sell
-11,289
Closed -$185K – 934
2018
Q1 		$185K Buy
11,289
+173
+2% +$3K 0.02% 309
2017
Q4 		$185K Sell
11,116
-3,971
-26% -$67.3K 0.02% 298
2017
Q3 		$285K Buy
+15,087
New +$318K 0.02% 282

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