Morris Capital Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,004
| Closed | -$136K | – | 56 |
|
|
2021
Q3 | $136K | Buy |
+11,004
| New | +$136K | 0.11% | 58 |
|
|
2020
Q2 | – | Sell |
-17,484
| Closed | -$165K | – | 61 |
|
|
2020
Q1 | $165K | Hold |
17,484
| – | – | 0.18% | 60 |
|
|
2019
Q4 | $231K | Hold |
17,484
| – | – | 0.19% | 65 |
|
|
2019
Q3 | $218K | Hold |
17,484
| – | – | 0.19% | 62 |
|
|
2019
Q2 | $206K | Buy |
+17,484
| New | +$206K | 0.17% | 63 |
|