Laidlaw Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,810
| Closed | -$115K | – | 379 |
|
|
2022
Q3 | $115K | Sell |
15,810
-2,463
| -13% | -$17.9K | 0.03% | 310 |
|
|
2022
Q2 | $199K | Sell |
18,273
-2,000
| -10% | -$21.8K | 0.04% | 348 |
|
|
2022
Q1 | $228K | Hold |
20,273
| – | – | 0.04% | 348 |
|
|
2021
Q4 | $254K | Buy |
+20,273
| New | +$254K | 0.04% | 337 |
|
|
2021
Q1 | – | Sell |
-30,919
| Closed | -$301K | – | 301 |
|
|
2020
Q4 | $301K | Buy |
+30,919
| New | +$301K | 0.06% | 263 |
|