BWP
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Balboa Wealth Partners’s Lumen LUMN Stock Holding History

Balboa Wealth 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
2023
Q2 		– Sell
-12,879
Closed -$34.1K – 320
2023
Q1 		$34.1K Sell
12,879
-1,000
-7% -$4.04K 0.01% 266
2022
Q4 		$72.4K Sell
13,879
-610
-4% -$3.75K 0.03% 225
2022
Q3 		$105K Buy
+14,489
New +$147K 0.05% 199

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