Charter Oak Capital Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$2.24K | ﹤0.01% | 556 |
|
|
2021
Q4 | $15K | Buy |
1,231
+409
| +50% | +$4.98K | ﹤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 | +$8K | ﹤0.01% | 542 |
|