Investment Centers of America’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-15,996
| Closed | -$309K | – | 283 |
|
|
2017
Q3 | $309K | Sell |
15,996
-1,252
| -7% | -$24.2K | 0.02% | 434 |
|
|
2017
Q2 | $418K | Sell |
17,248
-3,307
| -16% | -$80.1K | 0.03% | 377 |
|
|
2017
Q1 | $490K | Buy |
20,555
+917
| +5% | +$21.9K | 0.04% | 371 |
|
|
2016
Q4 | $474K | Sell |
19,638
-29,531
| -60% | -$713K | 0.04% | 350 |
|
|
2016
Q3 | $1.34M | Buy |
49,169
+6,353
| +15% | +$173K | 0.14% | 149 |
|
|
2016
Q2 | $1.25M | Sell |
42,816
-1,114
| -3% | -$32.5K | 0.14% | 147 |
|
|
2016
Q1 | $1.4M | Buy |
43,930
+13,570
| +45% | +$432K | 0.16% | 141 |
|
|
2015
Q4 | $770K | Buy |
30,360
+1,017
| +3% | +$25.8K | 0.1% | 194 |
|
|
2015
Q3 | $743K | Buy |
29,343
+16,287
| +125% | +$412K | 0.11% | 182 |
|
|
2015
Q2 | $387K | Sell |
13,056
-7,132
| -35% | -$211K | 0.06% | 287 |
|
|
2015
Q1 | $696K | Sell |
20,188
-3,790
| -16% | -$131K | 0.1% | 200 |
|
|
2014
Q4 | $952K | Sell |
23,978
-3,163
| -12% | -$126K | 0.21% | 125 |
|
|
2014
Q3 | $1.1M | Buy |
27,141
+12,556
| +86% | +$510K | 0.2% | 120 |
|
|
2014
Q2 | $524K | Sell |
14,585
-10,868
| -43% | -$390K | 0.12% | 177 |
|
|
2014
Q1 | $806K | Buy |
25,453
+3,588
| +16% | +$114K | 0.17% | 146 |
|
|
2013
Q4 | $694K | Sell |
21,865
-3,588
| -14% | -$114K | 0.33% | 87 |
|
|
2013
Q3 | $806K | Buy |
25,453
+3,415
| +15% | +$108K | 0.16% | 147 |
|
|
2013
Q2 | $782K | Buy |
+22,038
| New | +$782K | 0.21% | 122 |
|