Empirical Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,153
| Closed | -$187K | – | 472 |
|
|
2022
Q2 | $187K | Sell |
17,153
-7,959
| -32% | -$86.8K | 0.01% | 445 |
|
|
2022
Q1 | $283K | Sell |
25,112
-10,580
| -30% | -$119K | 0.01% | 414 |
|
|
2021
Q4 | $448K | Sell |
35,692
-436
| -1% | -$5.47K | 0.02% | 360 |
|
|
2021
Q3 | $448K | Sell |
36,128
-10,162
| -22% | -$126K | 0.03% | 320 |
|
|
2021
Q2 | $629K | Sell |
46,290
-6,145
| -12% | -$83.5K | 0.04% | 255 |
|
|
2021
Q1 | $700K | Sell |
52,435
-57,272
| -52% | -$765K | 0.06% | 204 |
|
|
2020
Q4 | $1.07M | Buy |
109,707
+17,221
| +19% | +$168K | 0.08% | 145 |
|
|
2020
Q3 | $933K | Buy |
92,486
+16,602
| +22% | +$167K | 0.08% | 139 |
|
|
2020
Q2 | $761K | Buy |
75,884
+29,706
| +64% | +$298K | 0.07% | 156 |
|
|
2020
Q1 | $437K | Buy |
46,178
+13,583
| +42% | +$129K | 0.05% | 195 |
|
|
2019
Q4 | $431K | Buy |
32,595
+6,687
| +26% | +$88.4K | 0.05% | 207 |
|
|
2019
Q3 | $323K | Buy |
25,908
+7,915
| +44% | +$98.7K | 0.04% | 221 |
|
|
2019
Q2 | $212K | Buy |
+17,993
| New | +$212K | 0.03% | 243 |
|