Financial Architects (New Jersey)’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 |
-10,217
| Closed | -$53.3K | – | 321 |
|
|
2022
Q4 | $53.3K | Sell |
10,217
-46
| -0.4% | -$240 | 0.01% | 319 |
|
|
2022
Q3 | $75K | Buy |
+10,263
| New | +$75K | 0.01% | 307 |
|
|
2020
Q3 | – | Sell |
-916
| Closed | -$9K | – | 544 |
|
|
2020
Q2 | $9K | Hold |
916
| – | – | ﹤0.01% | 658 |
|
|
2020
Q1 | $9K | Sell |
916
-512
| -36% | -$5.03K | ﹤0.01% | 640 |
|
|
2019
Q4 | $19K | Sell |
1,428
-2,061
| -59% | -$27.4K | ﹤0.01% | 580 |
|
|
2019
Q3 | $44K | Buy |
3,489
+500
| +17% | +$6.31K | 0.01% | 456 |
|
|
2019
Q2 | $35K | Sell |
2,989
-23,292
| -89% | -$273K | 0.01% | 509 |
|
|
2019
Q1 | $315K | Buy |
26,281
+10,089
| +62% | +$121K | 0.05% | 224 |
|
|
2018
Q4 | $245K | Sell |
16,192
-117
| -0.7% | -$1.77K | 0.05% | 227 |
|
|
2018
Q3 | $346K | Sell |
16,309
-1,570
| -9% | -$33.3K | 0.06% | 207 |
|
|
2018
Q2 | $333K | Sell |
17,879
-1,523
| -8% | -$28.4K | 0.06% | 206 |
|
|
2018
Q1 | $319K | Buy |
19,402
+3,946
| +26% | +$64.9K | 0.06% | 200 |
|
|
2017
Q4 | $258K | Buy |
15,456
+14,979
| +3,140% | +$250K | 0.04% | 258 |
|
|
2017
Q3 | $9K | Buy |
477
+200
| +72% | +$3.77K | ﹤0.01% | 1057 |
|
|
2017
Q2 | $7K | Hold |
277
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q1 | $7K | Hold |
277
| – | – | ﹤0.01% | 1114 |
|
|
2016
Q4 | $7K | Sell |
277
-70
| -20% | -$1.77K | ﹤0.01% | 1067 |
|
|
2016
Q3 | $10K | Hold |
347
| – | – | ﹤0.01% | 980 |
|
|
2016
Q2 | $10K | Sell |
347
-312
| -47% | -$8.99K | ﹤0.01% | 960 |
|
|
2016
Q1 | $21K | Buy |
+659
| New | +$21K | 0.01% | 567 |
|
|
2015
Q3 | – | Sell |
-827
| Closed | -$24K | – | 592 |
|
|
2015
Q2 | $24K | Buy |
827
+180
| +28% | +$5.22K | 0.01% | 586 |
|
|
2015
Q1 | $22K | Hold |
647
| – | – | 0.01% | 552 |
|
|
2014
Q4 | $26K | Buy |
647
+270
| +72% | +$10.9K | 0.01% | 470 |
|
|
2014
Q3 | $15K | Hold |
377
| – | – | 0.01% | 515 |
|
|
2014
Q2 | $14K | Buy |
+377
| New | +$14K | 0.01% | 561 |
|
|
2013
Q4 | – | Sell |
-1,858
| Closed | -$57K | – | 380 |
|
|
2013
Q3 | $57K | Hold |
1,858
| – | – | 0.04% | 239 |
|
|
2013
Q2 | $67K | Buy |
+1,858
| New | +$67K | 0.05% | 209 |
|