Liberty Wealth Management’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 |
-4,902
| Closed | -$61K | – | 709 |
|
|
2021
Q3 | $61K | Buy |
4,902
+156
| +3% | +$1.94K | 0.02% | 384 |
|
|
2021
Q2 | $64K | Buy |
4,746
+101
| +2% | +$1.36K | 0.02% | 278 |
|
|
2021
Q1 | $54K | Buy |
+4,645
| New | +$54K | 0.03% | 268 |
|
|
2020
Q4 | – | Sell |
-4,468
| Closed | -$45K | – | 1026 |
|
|
2020
Q3 | $45K | Sell |
4,468
-3,096
| -41% | -$31.2K | 0.03% | 251 |
|
|
2020
Q2 | $76K | Buy |
7,564
+180
| +2% | +$1.81K | 0.05% | 171 |
|
|
2020
Q1 | $70K | Buy |
7,384
+103
| +1% | +$976 | 0.06% | 181 |
|
|
2019
Q4 | $96K | Sell |
7,281
-48
| -0.7% | -$633 | 0.08% | 165 |
|
|
2019
Q3 | $91K | Buy |
7,329
+74
| +1% | +$919 | 0.09% | 160 |
|
|
2019
Q2 | $85K | Buy |
7,255
+89
| +1% | +$1.04K | 0.07% | 185 |
|
|
2019
Q1 | $85K | Buy |
7,166
+103
| +1% | +$1.22K | 0.06% | 154 |
|
|
2018
Q4 | $107K | Buy |
+7,063
| New | +$107K | 0.08% | 126 |
|