Mosaic Family Wealth’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-363
| Closed | -$4K | – | 419 |
|
|
2019
Q1 | $4K | Hold |
363
| – | – | ﹤0.01% | 593 |
|
|
2018
Q4 | $5K | Hold |
363
| – | – | ﹤0.01% | 552 |
|
|
2018
Q3 | $7K | Hold |
363
| – | – | ﹤0.01% | 535 |
|
|
2018
Q2 | $7K | Hold |
363
| – | – | ﹤0.01% | 567 |
|
|
2018
Q1 | $6K | Sell |
363
-4,554
| -93% | -$75.3K | ﹤0.01% | 570 |
|
|
2017
Q4 | $82K | Sell |
4,917
-7,050
| -59% | -$118K | 0.03% | 260 |
|
|
2017
Q3 | $226K | Hold |
11,967
| – | – | 0.09% | 169 |
|
|
2017
Q2 | $286K | Hold |
11,967
| – | – | 0.12% | 139 |
|
|
2017
Q1 | $282K | Sell |
11,967
-500
| -4% | -$11.8K | 0.12% | 139 |
|
|
2016
Q4 | $296K | Sell |
12,467
-374
| -3% | -$8.88K | 0.14% | 136 |
|
|
2016
Q3 | $352K | Sell |
12,841
-146
| -1% | -$4K | 0.16% | 113 |
|
|
2016
Q2 | $377K | Sell |
12,987
-119
| -0.9% | -$3.45K | 0.18% | 107 |
|
|
2016
Q1 | $418K | Sell |
13,106
-1,518
| -10% | -$48.4K | 0.2% | 95 |
|
|
2015
Q4 | $367K | Buy |
+14,624
| New | +$367K | 0.16% | 102 |
|