Lake Street Advisors Group’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,900
| Closed | -$40K | – | 352 |
|
|
2023
Q1 | $40K | Buy |
+14,900
| New | +$40K | ﹤0.01% | 275 |
|
|
2022
Q4 | – | Sell |
-23,999
| Closed | -$175K | – | 352 |
|
|
2022
Q3 | $175K | Buy |
23,999
+12,186
| +103% | +$88.9K | 0.01% | 224 |
|
|
2022
Q2 | $129K | Buy |
11,813
+1,082
| +10% | +$11.8K | 0.01% | 206 |
|
|
2022
Q1 | $121K | Sell |
10,731
-2,043
| -16% | -$23K | 0.01% | 210 |
|
|
2021
Q4 | $160K | Buy |
12,774
+2,044
| +19% | +$25.6K | 0.01% | 198 |
|
|
2021
Q3 | $133K | Buy |
+10,730
| New | +$133K | 0.01% | 158 |
|