Cassady Schiller 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
Q1 | – | Sell |
-20
| Closed | -$37 | – | 502 |
|
2023
Q4 | $37 | Hold |
20
| – | – | ﹤0.01% | 435 |
|
2023
Q3 | $28 | Hold |
20
| – | – | ﹤0.01% | 450 |
|
2023
Q2 | $45 | Hold |
20
| – | – | ﹤0.01% | 465 |
|
2023
Q1 | $53 | Hold |
20
| – | – | ﹤0.01% | 457 |
|
2022
Q4 | $104 | Buy |
+20
| New | +$104 | ﹤0.01% | 465 |
|
2022
Q1 | – | Sell |
-52
| Closed | -$1K | – | 382 |
|
2021
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 473 |
|