Meridian Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-12,243
| Closed | -$89K | – | 535 |
|
2022
Q3 | $89K | Sell |
12,243
-291
| -2% | -$2.12K | 0.01% | 474 |
|
2022
Q2 | $137K | Buy |
12,534
+1,106
| +10% | +$12.1K | 0.01% | 527 |
|
2022
Q1 | $129K | Sell |
11,428
-849
| -7% | -$9.58K | 0.01% | 388 |
|
2021
Q4 | $154K | Buy |
12,277
+770
| +7% | +$9.66K | 0.02% | 393 |
|
2021
Q3 | $143K | Buy |
+11,507
| New | +$143K | 0.02% | 383 |
|
2018
Q4 | – | Sell |
-19,230
| Closed | -$408K | – | 174 |
|
2018
Q3 | $408K | Buy |
19,230
+7,780
| +68% | +$165K | 0.18% | 102 |
|
2018
Q2 | $213K | Buy |
11,450
+750
| +7% | +$14K | 0.1% | 170 |
|
2018
Q1 | $176K | Buy |
+10,700
| New | +$176K | 0.09% | 175 |
|