Laffer Tengler Investments’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-67,464
| Closed | -$1.13M | – | 230 |
|
|
2017
Q4 | $1.13M | Hold |
67,464
| – | – | 0.28% | 151 |
|
|
2017
Q3 | $1.28M | Sell |
67,464
-4,995
| -7% | -$94.4K | 0.34% | 141 |
|
|
2017
Q2 | $1.73M | Hold |
72,459
| – | – | 0.44% | 125 |
|
|
2017
Q1 | $1.71M | Hold |
72,459
| – | – | 0.45% | 120 |
|
|
2016
Q4 | $1.72M | Buy |
72,459
+30,015
| +71% | +$714K | 0.46% | 107 |
|
|
2016
Q3 | $1.16M | Hold |
42,444
| – | – | 0.32% | 125 |
|
|
2016
Q2 | $1.23M | Buy |
+42,444
| New | +$1.23M | 0.35% | 115 |
|
|
2015
Q2 | – | Sell |
-64,321
| Closed | -$2.22M | – | 242 |
|
|
2015
Q1 | $2.22M | Buy |
+64,321
| New | +$2.22M | 0.31% | 114 |
|
|
2014
Q4 | – | Sell |
-64,321
| Closed | -$2.63M | – | 87 |
|
|
2014
Q3 | $2.63M | Hold |
64,321
| – | – | 0.39% | 63 |
|
|
2014
Q2 | $2.33M | Sell |
64,321
-5,854
| -8% | -$212K | 0.36% | 96 |
|
|
2014
Q1 | $2.3M | Hold |
70,175
| – | – | 0.37% | 110 |
|
|
2013
Q4 | $2.24M | Buy |
+70,175
| New | +$2.24M | 0.37% | 114 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 93 |
|