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Charter Oak Capital Management’s Lumen LUMN Stock Holding History

Charter Oak Capital Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,431
Closed -$16K – 565
2022
Q2 		$16K Hold
1,431
– – ﹤0.01% 524
2022
Q1 		$16K Buy
1,431
+200
+16% +$2.29K ﹤0.01% 556
2021
Q4 		$15K Buy
1,231
+409
+50% +$5.21K ﹤0.01% 559
2021
Q3 		$10K Hold
822
– – ﹤0.01% 579
2021
Q2 		$11K Hold
822
– – ﹤0.01% 559
2021
Q1 		$11K Hold
822
– – ﹤0.01% 532
2020
Q4 		$8K Buy
+822
New +$8.11K ﹤0.01% 542

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