Impact Partnership Wealth’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,509
Closed -$10.2K 495
2024
Q1
$10.2K Hold
6,509
﹤0.01% 448
2023
Q4
$11.9K Sell
6,509
-381
-6% -$697 ﹤0.01% 477
2023
Q3
$9.78K Sell
6,890
-208,959
-97% -$297K ﹤0.01% 597
2023
Q2
$488K Buy
+215,849
New +$488K 0.17% 75