Concert Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-64,446
| Closed | -$1.77M | – | 751 |
|
|
2016
Q3 | $1.77M | Buy |
64,446
+16,307
| +34% | +$447K | 0.21% | 116 |
|
|
2016
Q2 | $1.4M | Buy |
48,139
+11,016
| +30% | +$321K | 0.19% | 144 |
|
|
2016
Q1 | $1.19M | Buy |
37,123
+4,174
| +13% | +$134K | 0.16% | 169 |
|
|
2015
Q4 | $832K | Sell |
32,949
-7,618
| -19% | -$192K | 0.11% | 233 |
|
|
2015
Q3 | $1.02M | Buy |
40,567
+2,351
| +6% | +$59.2K | 0.14% | 189 |
|
|
2015
Q2 | $1.12M | Buy |
38,216
+245
| +0.6% | +$7.18K | 0.14% | 178 |
|
|
2015
Q1 | $1.12M | Buy |
37,971
+5,204
| +16% | +$153K | 0.32% | 68 |
|
|
2014
Q4 | $1.3M | Buy |
32,767
+27,580
| +532% | +$1.09M | 0.2% | 130 |
|
|
2014
Q3 | $216K | Buy |
+5,187
| New | +$216K | 0.03% | 479 |
|
|
2013
Q4 | – | Sell |
-6,331
| Closed | -$202K | – | 554 |
|
|
2013
Q3 | $202K | Sell |
6,331
-2,694
| -30% | -$86K | 0.03% | 482 |
|
|
2013
Q2 | $315K | Buy |
+9,025
| New | +$315K | 0.05% | 328 |
|