MWAC
Mariner Wealth Advisors (Cincinnati)’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $464K | Buy |
+21,899
| New | +$464K | 0.03% | 204 |
|
|
2014
Q1 | – | Sell |
-18,961
| Closed | -$604K | – | 145 |
|
|
2013
Q4 | $604K | Buy |
18,961
+1,608
| +9% | +$51.2K | 0.1% | 81 |
|
|
2013
Q3 | $545K | Sell |
17,353
-20,882
| -55% | -$656K | 0.1% | 78 |
|
|
2013
Q2 | $1.35M | Buy |
+38,235
| New | +$1.35M | 0.27% | 59 |
|