Destination Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-273
| Closed | -$3K | – | 340 |
|
|
2019
Q2 | $3K | Buy |
273
+48
| +21% | +$527 | ﹤0.01% | 516 |
|
|
2019
Q1 | $3K | Hold |
225
| – | – | ﹤0.01% | 573 |
|
|
2018
Q4 | $3K | Hold |
225
| – | – | ﹤0.01% | 472 |
|
|
2018
Q3 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 516 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | – | – | 594 |
|
|
2018
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 580 |
|