Kiwi Wealth Investments Limited Partnership’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-85,574
| Closed | -$1.3M | – | 189 |
|
|
2018
Q4 | $1.3M | Sell |
85,574
-53,063
| -38% | -$804K | 0.14% | 151 |
|
|
2018
Q3 | $2.94M | Buy |
138,637
+34,216
| +33% | +$725K | 0.28% | 101 |
|
|
2018
Q2 | $1.95M | Buy |
+104,421
| New | +$1.95M | 0.18% | 127 |
|
|
2017
Q3 | – | Sell |
-96,149
| Closed | -$2.3M | – | 144 |
|
|
2017
Q2 | $2.3M | Sell |
96,149
-28,111
| -23% | -$671K | 0.21% | 85 |
|
|
2017
Q1 | $2.93M | Sell |
124,260
-20,548
| -14% | -$484K | 0.24% | 71 |
|
|
2016
Q4 | $3.44M | Buy |
144,808
+22,902
| +19% | +$545K | 0.29% | 56 |
|
|
2016
Q3 | $3.34M | Buy |
+121,906
| New | +$3.34M | 0.29% | 71 |
|