Legacy Private Trust’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-8,590
| Closed | -$252K | – | 240 |
|
2015
Q2 | $252K | Sell |
8,590
-33,645
| -80% | -$987K | 0.04% | 226 |
|
2015
Q1 | $1.46M | Sell |
42,235
-3,065
| -7% | -$106K | 0.21% | 116 |
|
2014
Q4 | $1.79M | Buy |
45,300
+11,205
| +33% | +$444K | 0.26% | 100 |
|
2014
Q3 | $1.39M | Buy |
34,095
+25,170
| +282% | +$1.03M | 0.21% | 121 |
|
2014
Q2 | $323K | Buy |
+8,925
| New | +$323K | 0.05% | 207 |
|