Genovese Burford & Brothers Wealth & Retirement Plan Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-755
| Closed | -$14K | – | 241 |
|
|
2018
Q2 | $14K | Hold |
755
| – | – | 0.01% | 289 |
|
|
2018
Q1 | $12K | Buy |
+755
| New | +$12K | ﹤0.01% | 307 |
|
|
2017
Q4 | – | Sell |
-219
| Closed | -$4K | – | 365 |
|
|
2017
Q3 | $4K | Buy |
219
+1
| +0.5% | +$18 | ﹤0.01% | 343 |
|
|
2017
Q2 | $5K | Buy |
218
+1
| +0.5% | +$23 | ﹤0.01% | 313 |
|
|
2017
Q1 | $6K | Hold |
217
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $6K | Buy |
217
+1
| +0.5% | +$28 | ﹤0.01% | 371 |
|
|
2016
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 344 |
|
|
2016
Q2 | $6K | Buy |
216
+1
| +0.5% | +$28 | ﹤0.01% | 308 |
|
|
2016
Q1 | $6K | Hold |
215
| – | – | ﹤0.01% | 301 |
|
|
2015
Q4 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 302 |
|