Investors Capital Advisory Services’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $369K | Buy |
12,754
+499
| +4% | +$14.4K | 0.07% | 365 |
|
|
2016
Q1 | $391K | Buy |
+12,255
| New | +$391K | 0.08% | 336 |
|
|
2015
Q3 | – | Sell |
-7,620
| Closed | -$223K | – | 749 |
|
|
2015
Q2 | $223K | Buy |
7,620
+477
| +7% | +$14K | 0.04% | 585 |
|
|
2015
Q1 | $246K | Buy |
7,143
+1,177
| +20% | +$40.5K | 0.05% | 535 |
|
|
2014
Q4 | $236K | Sell |
5,966
-188
| -3% | -$7.44K | 0.05% | 533 |
|
|
2014
Q3 | $251K | Sell |
6,154
-1,215
| -16% | -$49.6K | 0.05% | 488 |
|
|
2014
Q2 | $266K | Sell |
7,369
-819
| -10% | -$29.6K | 0.04% | 496 |
|
|
2014
Q1 | $268K | Sell |
8,188
-2,531
| -24% | -$82.8K | 0.06% | 435 |
|
|
2013
Q4 | $341K | Buy |
10,719
+2,951
| +38% | +$93.9K | 0.08% | 345 |
|
|
2013
Q3 | $243K | Buy |
+7,768
| New | +$243K | 0.06% | 407 |
|