Clearstead Advisors’s Luna Innovations Incorporated LUNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,290
| Closed | -$2.79K | – | 2334 |
|
|
2024
Q4 | $2.79K | Hold |
1,290
| – | – | ﹤0.01% | 1803 |
|
|
2024
Q3 | $3.03K | Hold |
1,290
| – | – | ﹤0.01% | 1780 |
|
|
2024
Q2 | $4.13K | Hold |
1,290
| – | – | ﹤0.01% | 1714 |
|
|
2024
Q1 | $3.52K | Sell |
1,290
-140
| -10% | -$382 | ﹤0.01% | 1225 |
|
|
2023
Q4 | $9.51K | Buy |
1,430
+1,190
| +496% | +$7.91K | ﹤0.01% | 1067 |
|
|
2023
Q3 | $1.41K | Buy |
+240
| New | +$1.41K | ﹤0.01% | 1432 |
|