Creative Planning’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,476
| Closed | -$106K | – | 2012 |
|
|
2018
Q2 | $106K | Hold |
2,476
| – | – | ﹤0.01% | 1744 |
|
|
2018
Q1 | $162K | Buy |
2,476
+389
| +19% | +$25.5K | ﹤0.01% | 1646 |
|
|
2017
Q4 | $152K | Buy |
+2,087
| New | +$152K | ﹤0.01% | 1662 |
|
|
2017
Q3 | – | Sell |
-931
| Closed | -$62K | – | 3717 |
|
|
2017
Q2 | $62K | Buy |
931
+444
| +91% | +$29.6K | ﹤0.01% | 2328 |
|
|
2017
Q1 | $106K | Hold |
487
| – | – | ﹤0.01% | 1905 |
|
|
2016
Q4 | $45K | Sell |
487
-33
| -6% | -$3.05K | ﹤0.01% | 2465 |
|
|
2016
Q3 | $70K | Buy |
520
+77
| +17% | +$10.4K | ﹤0.01% | 2096 |
|
|
2016
Q2 | $45K | Buy |
443
+22
| +5% | +$2.24K | ﹤0.01% | 2190 |
|
|
2016
Q1 | $69K | Buy |
421
+168
| +66% | +$27.5K | ﹤0.01% | 1871 |
|
|
2015
Q4 | $83K | Buy |
+253
| New | +$83K | ﹤0.01% | 1735 |
|