Institute for Wealth Management’s Lumen LUMN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-31,054	Closed	-$339K	–	487
2022 Q2	$339K	Hold	31,054	–	–	0.07%	362
2022 Q1	$350K	Buy	+31,054	New	+$350K	0.06%	375
2013 Q3	–	Sell	-2	Closed	–	–	93
2013 Q2	$0	Buy	+2	New	–	﹤0.01%	121