Avidian Wealth Enterprises’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,205
Closed -$14.5K 516
2024
Q2
$14.5K Buy
13,205
+1,450
+12% +$1.6K ﹤0.01% 489
2024
Q1
$18.3K Buy
11,755
+500
+4% +$780 ﹤0.01% 435
2023
Q4
$20.6K Hold
11,255
﹤0.01% 413
2023
Q3
$16K Buy
11,255
+300
+3% +$426 ﹤0.01% 395
2023
Q2
$24.8K Sell
10,955
-1
-0% -$2 ﹤0.01% 407
2023
Q1
$29K Buy
+10,956
New +$29K ﹤0.01% 469
2021
Q1
Sell
-12,669
Closed -$124K 375
2020
Q4
$124K Buy
12,669
+16
+0.1% +$157 0.01% 308
2020
Q3
$128K Buy
+12,653
New +$128K 0.01% 268