Mount Yale Investment Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76K | Buy |
+2,000
| New | +$8.76K | ﹤0.01% | 1159 |
|
|
2019
Q1 | – | Sell |
-451,154
| Closed | -$6.37M | – | 310 |
|
|
2018
Q4 | $6.37M | Buy |
451,154
+96,624
| +27% | +$1.36M | 1.29% | 25 |
|
|
2018
Q3 | $7.61M | Sell |
354,530
-39,457
| -10% | -$847K | 1.33% | 16 |
|
|
2018
Q2 | $7.34M | Buy |
393,987
+15,774
| +4% | +$294K | 1.39% | 10 |
|
|
2018
Q1 | $6.21M | Buy |
+378,213
| New | +$6.21M | 1.33% | 20 |
|