Mascoma Wealth Management’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 |
-157
| Closed | -$372 | – | 597 |
|
2023
Q1 | $372 | Buy |
+157
| New | +$372 | ﹤0.01% | 581 |
|
2022
Q1 | – | Sell |
-1,763
| Closed | -$22K | – | 598 |
|
2021
Q4 | $22K | Hold |
1,763
| – | – | 0.01% | 318 |
|
2021
Q3 | $22K | Buy |
+1,763
| New | +$22K | 0.01% | 284 |
|
2018
Q3 | – | Sell |
-450
| Closed | -$8K | – | 401 |
|
2018
Q2 | $8K | Buy |
+450
| New | +$8K | 0.01% | 286 |
|
2017
Q4 | – | Sell |
-107
| Closed | -$2K | – | 396 |
|
2017
Q3 | $2K | Sell |
107
-400
| -79% | -$7.48K | ﹤0.01% | 366 |
|
2017
Q2 | $12K | Buy |
507
+400
| +374% | +$9.47K | 0.01% | 273 |
|
2017
Q1 | $3K | Hold |
107
| – | – | ﹤0.01% | 322 |
|
2016
Q4 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 325 |
|