CGA
Crescent Grove Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,149
| Closed | -$264K | – | 163 |
|
|
2019
Q3 | $264K | Hold |
21,149
| – | – | 0.05% | 127 |
|
|
2019
Q2 | $249K | Hold |
21,149
| – | – | 0.05% | 132 |
|
|
2019
Q1 | $254K | Sell |
21,149
-108
| -0.5% | -$1.3K | 0.05% | 126 |
|
|
2018
Q4 | $322K | Buy |
21,257
+162
| +0.8% | +$2.45K | 0.07% | 116 |
|
|
2018
Q3 | $447K | Hold |
21,095
| – | – | 0.1% | 88 |
|
|
2018
Q2 | $393K | Buy |
21,095
+1,095
| +5% | +$20.4K | 0.1% | 94 |
|
|
2018
Q1 | $329K | Hold |
20,000
| – | – | 0.08% | 99 |
|
|
2017
Q4 | $334K | Buy |
20,000
+2,977
| +17% | +$49.7K | 0.08% | 92 |
|
|
2017
Q3 | $322K | Buy |
17,023
+2,023
| +13% | +$38.3K | 0.08% | 96 |
|
|
2017
Q2 | $358K | Buy |
+15,000
| New | +$358K | 0.1% | 83 |
|