Beaird Harris Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-257
| Closed | -$283 | – | 652 |
|
|
2024
Q2 | $283 | Hold |
257
| – | – | ﹤0.01% | 647 |
|
|
2024
Q1 | $401 | Hold |
257
| – | – | ﹤0.01% | 601 |
|
|
2023
Q4 | $471 | Hold |
257
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $365 | Hold |
257
| – | – | ﹤0.01% | 423 |
|
|
2023
Q2 | $581 | Sell |
257
-16
| -6% | -$36 | ﹤0.01% | 420 |
|
|
2023
Q1 | $724 | Hold |
273
| – | – | ﹤0.01% | 430 |
|
|
2022
Q4 | $1.43K | Hold |
273
| – | – | ﹤0.01% | 618 |
|
|
2022
Q3 | $2K | Sell |
273
-1,068
| -80% | -$7.82K | ﹤0.01% | 406 |
|
|
2022
Q2 | $15K | Buy |
1,341
+1,068
| +391% | +$11.9K | ﹤0.01% | 222 |
|
|
2022
Q1 | $3K | Hold |
273
| – | – | ﹤0.01% | 489 |
|
|
2021
Q4 | $3K | Buy |
+273
| New | +$3K | ﹤0.01% | 536 |
|