IAP
Indie Asset Partners’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29,000
| Closed | -$53.1K | – | 94 |
|
|
2023
Q4 | $53.1K | Buy |
29,000
+4,500
| +18% | +$8.24K | 0.05% | 84 |
|
|
2023
Q3 | $34.8K | Hold |
24,500
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $55.4K | Buy |
24,500
+1,000
| +4% | +$2.26K | 0.06% | 79 |
|
|
2023
Q1 | $62.3K | Hold |
23,500
| – | – | 0.07% | 82 |
|
|
2022
Q4 | $123K | Hold |
23,500
| – | – | 0.13% | 83 |
|
|
2022
Q3 | $171K | Hold |
23,500
| – | – | 0.18% | 85 |
|
|
2022
Q2 | $256K | Hold |
23,500
| – | – | 0.23% | 77 |
|
|
2022
Q1 | $265K | Hold |
23,500
| – | – | 0.2% | 100 |
|
|
2021
Q4 | $295K | Buy |
23,500
+500
| +2% | +$6.28K | 0.21% | 95 |
|
|
2021
Q3 | $285K | Hold |
23,000
| – | – | 0.23% | 93 |
|
|
2021
Q2 | $313K | Buy |
23,000
+700
| +3% | +$9.53K | 0.25% | 78 |
|
|
2021
Q1 | $298K | Buy |
22,300
+500
| +2% | +$6.68K | 0.34% | 80 |
|
|
2020
Q4 | $213K | Buy |
21,800
+1,800
| +9% | +$17.6K | 0.25% | 101 |
|
|
2020
Q3 | $202K | Buy |
20,000
+150
| +0.8% | +$1.52K | 0.25% | 88 |
|
|
2020
Q2 | $216K | Buy |
19,850
+650
| +3% | +$7.07K | 0.27% | 83 |
|
|
2020
Q1 | $182K | Buy |
19,200
+2,450
| +15% | +$23.2K | 0.23% | 74 |
|
|
2019
Q4 | $221K | Buy |
+16,750
| New | +$221K | 0.23% | 77 |
|