Dowling & Yahnke’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $172K | Sell |
23,678
-2,672
| -10% | -$19.4K | 0.01% | 356 |
|
|
2022
Q2 | $287K | Sell |
26,350
-600
| -2% | -$6.54K | 0.01% | 317 |
|
|
2022
Q1 | $304K | Buy |
26,950
+36
| +0.1% | +$406 | 0.01% | 313 |
|
|
2021
Q4 | $338K | Sell |
26,914
-2,260
| -8% | -$28.4K | 0.02% | 303 |
|
|
2021
Q3 | $361K | Sell |
29,174
-2,385
| -8% | -$29.5K | 0.02% | 295 |
|
|
2021
Q2 | $429K | Buy |
+31,559
| New | +$429K | 0.02% | 268 |
|
|
2021
Q1 | – | Sell |
-35,139
| Closed | -$343K | – | 341 |
|
|
2020
Q4 | $343K | Sell |
35,139
-2,305
| -6% | -$22.5K | 0.02% | 272 |
|
|
2020
Q3 | $378K | Sell |
37,444
-1,010
| -3% | -$10.2K | 0.03% | 253 |
|
|
2020
Q2 | $386K | Buy |
38,454
+23,249
| +153% | +$233K | 0.03% | 248 |
|
|
2020
Q1 | $144K | Sell |
15,205
-749
| -5% | -$7.09K | 0.01% | 280 |
|
|
2019
Q4 | $211K | Buy |
15,954
+2,775
| +21% | +$36.7K | 0.02% | 293 |
|
|
2019
Q3 | $164K | Buy |
+13,179
| New | +$164K | 0.01% | 299 |
|
|
2019
Q2 | – | Sell |
-13,222
| Closed | -$159K | – | 297 |
|
|
2019
Q1 | $159K | Buy |
13,222
+48
| +0.4% | +$577 | 0.02% | 253 |
|
|
2018
Q4 | $248K | Buy |
+13,174
| New | +$248K | 0.03% | 234 |
|