Covey Capital Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-126,120
| Closed | -$1.91M | – | 34 |
|
|
2018
Q4 | $1.91M | Buy |
126,120
+8,935
| +8% | +$135K | 3.08% | 15 |
|
|
2018
Q3 | $2.48M | Buy |
117,185
+15,942
| +16% | +$338K | 3.19% | 14 |
|
|
2018
Q2 | $1.89M | Buy |
101,243
+10,872
| +12% | +$203K | 2.54% | 17 |
|
|
2018
Q1 | $1.49M | Buy |
90,371
+29,500
| +48% | +$485K | 2.04% | 23 |
|
|
2017
Q4 | $1.02M | Buy |
+60,871
| New | +$1.02M | 1.34% | 25 |
|