Kalos Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-117,085
| Closed | -$2.8M | – | 153 |
|
|
2017
Q2 | $2.8M | Buy |
117,085
+4,269
| +4% | +$102K | 2.56% | 10 |
|
|
2017
Q1 | $2.66M | Buy |
112,816
+17,848
| +19% | +$421K | 1.88% | 13 |
|
|
2016
Q4 | $2.26M | Buy |
94,968
+7,331
| +8% | +$174K | 1.82% | 11 |
|
|
2016
Q3 | $2.4M | Sell |
87,637
-4,917
| -5% | -$135K | 2.05% | 7 |
|
|
2016
Q2 | $2.69M | Buy |
+92,554
| New | +$2.69M | 2.08% | 6 |
|