Occidental Asset Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-12,367
| Closed | -$165K | – | 202 |
|
2021
Q1 | $165K | Sell |
12,367
-699
| -5% | -$9.33K | 0.05% | 184 |
|
2020
Q4 | $127K | Buy |
13,066
+40
| +0.3% | +$389 | 0.04% | 165 |
|
2020
Q3 | $131K | Hold |
13,026
| – | – | 0.05% | 139 |
|
2020
Q2 | $131K | Buy |
+13,026
| New | +$131K | 0.06% | 136 |
|
2020
Q1 | – | Sell |
-12,536
| Closed | -$166K | – | 155 |
|
2019
Q4 | $166K | Buy |
+12,536
| New | +$166K | 0.07% | 146 |
|