Cladis Investment Advisory’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-32,040
| Closed | -$84.9K | – | 141 |
|
2023
Q1 | $84.9K | Buy |
32,040
+8,500
| +36% | +$22.5K | 0.08% | 132 |
|
2022
Q4 | $123K | Sell |
23,540
-667
| -3% | -$3.48K | 0.12% | 126 |
|
2022
Q3 | $176K | Sell |
24,207
-17,000
| -41% | -$124K | 0.19% | 116 |
|
2022
Q2 | $450K | Sell |
41,207
-4,500
| -10% | -$49.1K | 0.45% | 74 |
|
2022
Q1 | $515K | Buy |
45,707
+2,500
| +6% | +$28.2K | 0.42% | 77 |
|
2021
Q4 | $542K | Buy |
+43,207
| New | +$542K | 0.43% | 69 |
|