Confluence Wealth Services’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
-14,899
Closed -$166K 250
2022
Q2
$166K Buy
14,899
+200
+1% +$2.23K 0.07% 261
2022
Q1
$165K Buy
14,699
+3,805
+35% +$42.7K 0.06% 246
2021
Q4
$136K Buy
+10,894
New +$136K 0.04% 277