Bragg Financial Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-7,499
| Closed | -$220K | – | 225 |
|
2015
Q2 | $220K | Sell |
7,499
-295
| -4% | -$8.65K | 0.05% | 226 |
|
2015
Q1 | $269K | Buy |
7,794
+165
| +2% | +$5.7K | 0.06% | 210 |
|
2014
Q4 | $302K | Sell |
7,629
-2,234
| -23% | -$88.4K | 0.07% | 200 |
|
2014
Q3 | $403K | Sell |
9,863
-1,650
| -14% | -$67.4K | 0.1% | 185 |
|
2014
Q2 | $417K | Sell |
11,513
-355
| -3% | -$12.9K | 0.1% | 191 |
|
2014
Q1 | $390K | Sell |
11,868
-2,511
| -17% | -$82.5K | 0.1% | 192 |
|
2013
Q4 | $458K | Sell |
14,379
-1,652
| -10% | -$52.6K | 0.11% | 186 |
|
2013
Q3 | $503K | Buy |
16,031
+145
| +0.9% | +$4.55K | 0.13% | 174 |
|
2013
Q2 | $562K | Buy |
+15,886
| New | +$562K | 0.15% | 164 |
|