IWA
Intercontinental Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$65K | – | 247 |
|
|
2019
Q4 | $65K | Hold |
4,500
| – | – | 0.05% | 171 |
|
|
2019
Q3 | $56K | Buy |
4,500
+1,500
| +50% | +$18.7K | 0.03% | 208 |
|
|
2019
Q2 | $35K | Hold |
3,000
| – | – | 0.02% | 231 |
|
|
2019
Q1 | $36K | Sell |
3,000
-1,000
| -25% | -$12K | 0.02% | 252 |
|
|
2018
Q4 | $61K | Buy |
+4,000
| New | +$61K | 0.03% | 207 |
|