Morningstar Investment Services’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,091
| Closed | -$228K | – | 213 |
|
|
2015
Q3 | $228K | Sell |
9,091
-1,541
| -14% | -$38.6K | 0.01% | 198 |
|
|
2015
Q2 | $312K | Sell |
10,632
-1,206
| -10% | -$35.4K | 0.01% | 189 |
|
|
2015
Q1 | $409K | Sell |
11,838
-2,182
| -16% | -$75.4K | 0.02% | 181 |
|
|
2014
Q4 | $555K | Sell |
14,020
-37,980
| -73% | -$1.5M | 0.03% | 178 |
|
|
2014
Q3 | $2.13M | Buy |
52,000
+250
| +0.5% | +$10.2K | 0.11% | 134 |
|
|
2014
Q2 | $1.87M | Buy |
51,750
+14,849
| +40% | +$537K | 0.11% | 126 |
|
|
2014
Q1 | $1.21M | Buy |
36,901
+16,953
| +85% | +$557K | 0.08% | 129 |
|
|
2013
Q4 | $635K | Buy |
+19,948
| New | +$635K | 0.05% | 163 |
|