Beach Investment Counsel’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-8,144
| Closed | -$260K | – | 162 |
|
|
2016
Q1 | $260K | Hold |
8,144
| – | – | 0.03% | 157 |
|
|
2015
Q4 | $205K | Sell |
8,144
-6,000
| -42% | -$151K | 0.02% | 165 |
|
|
2015
Q3 | $355K | Hold |
14,144
| – | – | 0.04% | 139 |
|
|
2015
Q2 | $416K | Hold |
14,144
| – | – | 0.04% | 149 |
|
|
2015
Q1 | $489K | Hold |
14,144
| – | – | 0.04% | 139 |
|
|
2014
Q4 | $560K | Buy |
+14,144
| New | +$560K | 0.05% | 137 |
|