GCA
Gideon Capital Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-28,098
| Closed | -$351K | – | 337 |
|
|
2019
Q3 | $351K | Buy |
+28,098
| New | +$351K | 0.11% | 212 |
|
|
2016
Q2 | – | Sell |
-15,798
| Closed | -$505K | – | 230 |
|
|
2016
Q1 | $505K | Sell |
15,798
-43,011
| -73% | -$1.37M | 0.63% | 62 |
|
|
2015
Q4 | $1.48M | Buy |
+58,809
| New | +$1.48M | 1.08% | 20 |
|
|
2015
Q2 | – | Sell |
-39,722
| Closed | -$1.37M | – | 283 |
|
|
2015
Q1 | $1.37M | Buy |
39,722
+29,295
| +281% | +$1.01M | 0.55% | 73 |
|
|
2014
Q4 | $413K | Buy |
+10,427
| New | +$413K | 0.19% | 138 |
|
|
2014
Q3 | – | Sell |
-6,513
| Closed | -$236K | – | 330 |
|
|
2014
Q2 | $236K | Buy |
+6,513
| New | +$236K | 0.09% | 218 |
|
|
2014
Q1 | – | Sell |
-26,675
| Closed | -$850K | – | 254 |
|
|
2013
Q4 | $850K | Buy |
+26,675
| New | +$850K | 0.5% | 73 |
|