Kore Private Wealth’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,774
| Closed | -$133K | – | 405 |
|
|
2021
Q3 | $133K | Buy |
+10,774
| New | +$133K | 0.01% | 433 |
|
|
2020
Q3 | – | Sell |
-3,415
| Closed | -$34K | – | 738 |
|
|
2020
Q2 | $34K | Sell |
3,415
-45
| -1% | -$448 | 0.01% | 543 |
|
|
2020
Q1 | $33K | Sell |
3,460
-2,308
| -40% | -$22K | 0.01% | 500 |
|
|
2019
Q4 | $76K | Buy |
+5,768
| New | +$76K | 0.01% | 414 |
|
|
2019
Q2 | – | Sell |
-8,529
| Closed | -$102K | – | 555 |
|
|
2019
Q1 | $102K | Hold |
8,529
| – | – | 0.02% | 284 |
|
|
2018
Q4 | $129K | Buy |
+8,529
| New | +$129K | 0.04% | 258 |
|