BWP
Baldwin Wealth Partners’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-142
| Closed | -$1.01K | – | 685 |
|
|
2024
Q3 | $1.01K | Hold |
142
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q2 | $156 | Hold |
142
| – | – | ﹤0.01% | 763 |
|
|
2024
Q1 | $222 | Hold |
142
| – | – | ﹤0.01% | 681 |
|
|
2023
Q4 | $260 | Hold |
142
| – | – | ﹤0.01% | 713 |
|
|
2023
Q3 | $202 | Hold |
142
| – | – | ﹤0.01% | 739 |
|
|
2023
Q2 | $321 | Hold |
142
| – | – | ﹤0.01% | 751 |
|
|
2023
Q1 | $376 | Hold |
142
| – | – | ﹤0.01% | 782 |
|
|
2022
Q4 | $741 | Buy |
+142
| New | +$741 | ﹤0.01% | 751 |
|
|
2021
Q3 | – | Sell |
-350
| Closed | -$5K | – | 660 |
|
|
2021
Q2 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 584 |
|
|
2018
Q1 | – | Sell |
-94
| Closed | -$2K | – | 499 |
|
|
2017
Q4 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 459 |
|
|
2016
Q4 | – | Sell |
-166
| Closed | -$5K | – | 525 |
|
|
2016
Q3 | $5K | Hold |
166
| – | – | ﹤0.01% | 489 |
|
|
2016
Q2 | $5K | Hold |
166
| – | – | ﹤0.01% | 426 |
|
|
2016
Q1 | $5K | Buy |
+166
| New | +$5K | ﹤0.01% | 439 |
|