FormulaFolio Investments’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4K | Buy |
+290
| New | +$4K | ﹤0.01% | 370 |
|
|
2021
Q1 | – | Sell |
-25,302
| Closed | -$247K | – | 656 |
|
|
2020
Q4 | $247K | Buy |
25,302
+2,012
| +9% | +$19.6K | 0.01% | 572 |
|
|
2020
Q3 | $235K | Sell |
23,290
-7,830
| -25% | -$79K | 0.01% | 281 |
|
|
2020
Q2 | $312K | Sell |
31,120
-7,631
| -20% | -$76.5K | 0.01% | 231 |
|
|
2020
Q1 | $367K | Sell |
38,751
-4,209
| -10% | -$39.9K | 0.02% | 201 |
|
|
2019
Q4 | $568K | Buy |
42,960
+2,104
| +5% | +$27.8K | 0.02% | 230 |
|
|
2019
Q3 | $510K | Buy |
40,856
+1,875
| +5% | +$23.4K | 0.02% | 224 |
|
|
2019
Q2 | $458K | Buy |
38,981
+11,684
| +43% | +$137K | 0.02% | 214 |
|
|
2019
Q1 | $327K | Buy |
27,297
+11,938
| +78% | +$143K | 0.01% | 253 |
|
|
2018
Q4 | $326K | Hold |
15,359
| – | – | 0.01% | 256 |
|
|
2018
Q3 | $326K | Buy |
15,359
+1,708
| +13% | +$36.3K | 0.01% | 256 |
|
|
2018
Q2 | $254K | Buy |
13,651
+708
| +5% | +$13.2K | 0.01% | 270 |
|
|
2018
Q1 | $213K | Buy |
+12,943
| New | +$213K | 0.01% | 256 |
|