Modera Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,624
| Closed | -$13.9K | – | 613 |
|
|
2024
Q2 | $13.9K | Sell |
12,624
-4
| -0% | -$4 | ﹤0.01% | 571 |
|
|
2024
Q1 | $19.7K | Buy |
12,628
+4
| +0% | +$6 | ﹤0.01% | 570 |
|
|
2023
Q4 | $23.1K | Hold |
12,624
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $17.9K | Hold |
12,624
| – | – | ﹤0.01% | 545 |
|
|
2023
Q2 | $28.5K | Buy |
+12,624
| New | +$28.5K | ﹤0.01% | 557 |
|
|
2022
Q1 | – | Sell |
-24,737
| Closed | -$310K | – | 497 |
|
|
2021
Q4 | $310K | Buy |
+24,737
| New | +$310K | 0.01% | 401 |
|