Cahill Financial Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-25,522
| Closed | -$387K | – | 153 |
|
2018
Q4 | $387K | Buy |
25,522
+4,523
| +22% | +$68.6K | 0.19% | 105 |
|
2018
Q3 | $446K | Buy |
20,999
+3,961
| +23% | +$84.1K | 0.2% | 105 |
|
2018
Q2 | $318K | Buy |
17,038
+6,031
| +55% | +$113K | 0.15% | 128 |
|
2018
Q1 | $181K | Sell |
11,007
-91
| -0.8% | -$1.5K | 0.09% | 148 |
|
2017
Q4 | $186K | Buy |
+11,098
| New | +$186K | 0.09% | 136 |
|