MinichMacGregor Wealth Management’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,118
| Closed | -$88K | – | 325 |
|
|
2018
Q3 | $88K | Buy |
4,118
+3,944
| +2,267% | +$84.3K | 0.06% | 93 |
|
|
2018
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 425 |
|
|
2018
Q1 | $2K | Sell |
174
-3
| -2% | -$34 | ﹤0.01% | 428 |
|
|
2017
Q4 | $2K | Hold |
177
| – | – | ﹤0.01% | 418 |
|
|
2017
Q3 | $3K | Hold |
177
| – | – | ﹤0.01% | 377 |
|
|
2017
Q2 | $4K | Buy |
177
+3
| +2% | +$68 | ﹤0.01% | 360 |
|
|
2017
Q1 | $4K | Sell |
174
-204
| -54% | -$4.69K | ﹤0.01% | 356 |
|
|
2016
Q4 | $8K | Buy |
378
+4
| +1% | +$85 | 0.01% | 290 |
|
|
2016
Q3 | $10K | Buy |
374
+200
| +115% | +$5.35K | 0.01% | 266 |
|
|
2016
Q2 | $5K | Hold |
174
| – | – | ﹤0.01% | 324 |
|
|
2016
Q1 | $5K | Hold |
174
| – | – | ﹤0.01% | 312 |
|
|
2015
Q4 | $5K | Buy |
+174
| New | +$5K | ﹤0.01% | 287 |
|