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