HCR Wealth Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-174,550
| Closed | -$3.75M | – | 165 |
|
|
2018
Q3 | $3.75M | Sell |
174,550
-13,488
| -7% | -$290K | 1.22% | 12 |
|
|
2018
Q2 | $3.55M | Buy |
188,038
+105
| +0.1% | +$1.98K | 1.16% | 14 |
|
|
2018
Q1 | $3.09M | Buy |
187,933
+1,330
| +0.7% | +$21.9K | 1.07% | 17 |
|
|
2017
Q4 | $3.11M | Sell |
186,603
-10,957
| -6% | -$183K | 1.09% | 18 |
|
|
2017
Q3 | $3.73M | Buy |
197,560
+61,414
| +45% | +$1.16M | 1.57% | 11 |
|
|
2017
Q2 | $3.25M | Buy |
136,146
+6,366
| +5% | +$152K | 1.61% | 12 |
|
|
2017
Q1 | $3.06M | Buy |
129,780
+24,524
| +23% | +$578K | 1.57% | 14 |
|
|
2016
Q4 | $2.5M | Buy |
+105,256
| New | +$2.5M | 1.32% | 21 |
|