Berman Capital Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $75K | Buy |
6,137
+146
| +2% | +$1.78K | 0.01% | 529 |
|
|
2021
Q2 | $80K | Sell |
5,991
-36
| -0.6% | -$481 | 0.01% | 437 |
|
|
2021
Q1 | $79K | Buy |
6,027
+2,056
| +52% | +$26.9K | 0.02% | 355 |
|
|
2020
Q4 | $38K | Buy |
3,971
+967
| +32% | +$9.25K | 0.01% | 482 |
|
|
2020
Q3 | $30K | Buy |
3,004
+2,140
| +248% | +$21.4K | 0.01% | 476 |
|
|
2020
Q2 | $8K | Sell |
864
-705
| -45% | -$6.53K | ﹤0.01% | 842 |
|
|
2020
Q1 | $13K | Sell |
1,569
-436
| -22% | -$3.61K | ﹤0.01% | 605 |
|
|
2019
Q4 | $26K | Sell |
2,005
-13
| -0.6% | -$169 | 0.01% | 462 |
|
|
2019
Q3 | $25K | Buy |
2,018
+593
| +42% | +$7.35K | 0.01% | 453 |
|
|
2019
Q2 | $16K | Buy |
1,425
+784
| +122% | +$8.8K | 0.01% | 577 |
|
|
2019
Q1 | $7K | Buy |
641
+78
| +14% | +$852 | ﹤0.01% | 774 |
|
|
2018
Q4 | $8K | Buy |
+563
| New | +$8K | ﹤0.01% | 563 |
|