Heritage Wealth Advisors’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	-4,600	Closed	-$24K	–	588
2022 Q4	$24K	Buy	+4,600	New	+$24K	﹤0.01%	395
2019 Q1	–	Sell	-340	Closed	-$5K	–	457
2018 Q4	$5K	Hold	340	–	–	﹤0.01%	339
2018 Q3	$7K	Buy	+340	New	+$7K	﹤0.01%	321