BWM
BerganKDV Wealth Management’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $627 | Buy |
277
+106
| +62% | +$240 | ﹤0.01% | 796 |
|
|
2023
Q1 | $455 | Buy |
171
+71
| +71% | +$189 | ﹤0.01% | 982 |
|
|
2022
Q4 | $524 | Sell |
100
-73
| -42% | -$383 | ﹤0.01% | 944 |
|
|
2022
Q3 | $1K | Buy |
173
+30
| +21% | +$173 | ﹤0.01% | 903 |
|
|
2022
Q2 | $2K | Buy |
143
+43
| +43% | +$601 | ﹤0.01% | 833 |
|
|
2022
Q1 | $1K | Sell |
100
-196
| -66% | -$1.96K | ﹤0.01% | 938 |
|
|
2021
Q4 | $4K | Buy |
296
+132
| +80% | +$1.78K | ﹤0.01% | 819 |
|
|
2021
Q3 | $2K | Buy |
164
+71
| +76% | +$866 | ﹤0.01% | 889 |
|
|
2021
Q2 | $1K | Buy |
93
+31
| +50% | +$333 | ﹤0.01% | 927 |
|
|
2021
Q1 | $1K | Buy |
62
+1
| +2% | +$16 | ﹤0.01% | 873 |
|
|
2020
Q4 | $1K | Sell |
61
-38
| -38% | -$623 | ﹤0.01% | 876 |
|
|
2020
Q3 | $1K | Buy |
99
+31
| +46% | +$313 | ﹤0.01% | 831 |
|
|
2020
Q2 | $1K | Buy |
68
+9
| +15% | +$132 | ﹤0.01% | 877 |
|
|
2020
Q1 | $1K | Buy |
59
+47
| +392% | +$797 | ﹤0.01% | 847 |
|
|
2019
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 965 |
|
|
2019
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 734 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$12K | – | 760 |
|
|
2019
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 506 |
|
|
2018
Q4 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 423 |
|
|
2018
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 418 |
|
|
2018
Q2 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 435 |
|