B. Riley Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $255K | Buy |
+27,385
| New | +$255K | 0.3% | 29 |
|
|
2022
Q1 | – | Sell |
-11,054
| Closed | -$139K | – | 665 |
|
|
2021
Q4 | $139K | Buy |
11,054
+1
| +0% | +$13 | 0.01% | 613 |
|
|
2021
Q3 | $137K | Buy |
+11,053
| New | +$137K | 0.01% | 598 |
|
|
2019
Q2 | – | Sell |
-19,154
| Closed | -$230K | – | 419 |
|
|
2019
Q1 | $230K | Buy |
+19,154
| New | +$230K | 0.04% | 322 |
|
|
2018
Q4 | – | Sell |
-17,014
| Closed | -$361K | – | 380 |
|
|
2018
Q3 | $361K | Buy |
+17,014
| New | +$361K | 0.09% | 192 |
|
|
2015
Q3 | – | Sell |
-648
| Closed | -$19K | – | 503 |
|
|
2015
Q2 | $19K | Sell |
648
-500
| -44% | -$14.7K | 0.02% | 616 |
|
|
2015
Q1 | $39K | Hold |
1,148
| – | – | 0.03% | 451 |
|
|
2014
Q4 | $45K | Buy |
1,148
+500
| +77% | +$19.6K | 0.04% | 410 |
|
|
2014
Q3 | $26K | Hold |
648
| – | – | 0.02% | 549 |
|
|
2014
Q2 | $23K | Sell |
648
-2,998
| -82% | -$106K | 0.01% | 629 |
|
|
2014
Q1 | $120K | Buy |
+3,646
| New | +$120K | 0.09% | 277 |
|