Integrated Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-702
| Closed | -$19K | – | 695 |
|
|
2016
Q3 | $19K | Sell |
702
-559
| -44% | -$15.1K | 0.01% | 611 |
|
|
2016
Q2 | $37K | Buy |
1,261
+389
| +45% | +$11.4K | 0.01% | 459 |
|
|
2016
Q1 | $28K | Sell |
872
-400
| -31% | -$12.8K | 0.01% | 483 |
|
|
2015
Q4 | $32K | Sell |
1,272
-530
| -29% | -$13.3K | 0.01% | 477 |
|
|
2015
Q3 | $45K | Sell |
1,802
-270
| -13% | -$6.74K | 0.02% | 404 |
|
|
2015
Q2 | $61K | Buy |
2,072
+220
| +12% | +$6.48K | 0.02% | 356 |
|
|
2015
Q1 | $63K | Buy |
+1,852
| New | +$63K | 0.03% | 349 |
|