Baystate Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.88K | Buy |
1,025
+511
| +99% | +$724 | ﹤0.01% | 1075 |
|
|
2023
Q3 | $730 | Hold |
514
| – | – | ﹤0.01% | 914 |
|
|
2023
Q2 | $1.16K | Sell |
514
-5
| -1% | -$11 | ﹤0.01% | 916 |
|
|
2023
Q1 | $1.38K | Buy |
519
+400
| +336% | +$1.61K | ﹤0.01% | 893 |
|
|
2022
Q4 | $1K | Hold |
119
| – | – | ﹤0.01% | 877 |
|
|
2022
Q3 | $1K | Buy |
119
+36
| +43% | +$366 | ﹤0.01% | 828 |
|
|
2022
Q2 | $1K | Buy |
83
+71
| +592% | +$797 | ﹤0.01% | 849 |
|
|
2022
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 910 |
|
|
2021
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 929 |
|
|
2021
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 866 |
|
|
2021
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 831 |
|
|
2021
Q1 | $0 | Buy |
12
+1
| +9% | +$12 | ﹤0.01% | 785 |
|
|
2020
Q4 | $0 | Sell |
11
-1
| -8% | -$10 | ﹤0.01% | 726 |
|
|
2020
Q3 | $0 | Buy |
12
+1
| +9% | +$10 | ﹤0.01% | 701 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 703 |
|
|
2020
Q1 | $0 | Buy |
+11
| New | +$138 | ﹤0.01% | 650 |
|
|
2018
Q3 | – | Sell |
-49
| Closed | -$1K | – | 695 |
|
|
2018
Q2 | $1K | Buy |
+49
| New | +$890 | ﹤0.01% | 623 |
|
|
2018
Q1 | – | Sell |
-167
| Closed | -$3K | – | 700 |
|
|
2017
Q4 | $3K | Sell |
167
-52
| -24% | -$882 | ﹤0.01% | 471 |
|
|
2017
Q3 | $4K | Buy |
219
+142
| +184% | +$2.99K | ﹤0.01% | 436 |
|
|
2017
Q2 | $2K | Sell |
77
-94
| -55% | -$2.36K | ﹤0.01% | 501 |
|
|
2017
Q1 | $4K | Buy |
171
+10
| +6% | +$244 | ﹤0.01% | 404 |
|
|
2016
Q4 | $4K | Buy |
+161
| New | +$4.09K | ﹤0.01% | 373 |
|
Other funds holding LUMN
