Klingman & Associates’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-164
| Closed | -$4K | – | 225 |
|
|
2016
Q3 | $4K | Sell |
164
-500
| -75% | -$12.2K | ﹤0.01% | 336 |
|
|
2016
Q2 | $19K | Hold |
664
| – | – | 0.01% | 264 |
|
|
2016
Q1 | $21K | Hold |
664
| – | – | 0.01% | 249 |
|
|
2015
Q4 | $17K | Hold |
664
| – | – | 0.01% | 277 |
|
|
2015
Q3 | $16K | Buy |
664
+34
| +5% | +$819 | 0.01% | 279 |
|
|
2015
Q2 | $19K | Hold |
630
| – | – | 0.01% | 263 |
|
|
2015
Q1 | $22K | Hold |
630
| – | – | 0.01% | 231 |
|
|
2014
Q4 | $24K | Buy |
+630
| New | +$24K | 0.01% | 222 |
|