Heritage Wealth Management (Arizona)’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.77K | Buy |
914
+457
| +100% | +$2.39K | ﹤0.01% | 888 |
|
|
2022
Q3 | $3K | Buy |
457
+233
| +104% | +$1.53K | ﹤0.01% | 834 |
|
|
2022
Q2 | $2.44K | Hold |
224
| – | – | ﹤0.01% | 864 |
|
|
2022
Q1 | $3K | Buy |
+224
| New | +$3K | ﹤0.01% | 862 |
|
|
2021
Q3 | $3K | Hold |
224
| – | – | ﹤0.01% | 784 |
|
|
2021
Q2 | $3K | Hold |
224
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $3K | Buy |
+224
| New | +$3K | ﹤0.01% | 687 |
|