Disciplined Equity Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-105,655
| Closed | -$552K | – | 54 |
|
|
2022
Q4 | $552K | Sell |
105,655
-50,560
| -32% | -$264K | 0.49% | 33 |
|
|
2022
Q3 | $1.14M | Sell |
156,215
-9,290
| -6% | -$67.6K | 1.12% | 15 |
|
|
2022
Q2 | $1.81M | Buy |
165,505
+3,270
| +2% | +$35.7K | 1.64% | 10 |
|
|
2022
Q1 | $1.83M | Buy |
162,235
+30,670
| +23% | +$346K | 1.83% | 10 |
|
|
2021
Q4 | $1.65M | Buy |
+131,565
| New | +$1.65M | 1.59% | 15 |
|