One Wealth Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,420
| Closed | -$64.8K | – | 432 |
|
|
2022
Q4 | $64.8K | Sell |
12,420
-26,065
| -68% | -$136K | 0.01% | 362 |
|
|
2022
Q3 | $280K | Buy |
38,485
+4,410
| +13% | +$32.1K | 0.09% | 123 |
|
|
2022
Q2 | $372K | Buy |
34,075
+3,615
| +12% | +$39.5K | 0.1% | 110 |
|
|
2022
Q1 | $343K | Buy |
30,460
+515
| +2% | +$5.8K | 0.08% | 124 |
|
|
2021
Q4 | $376K | Sell |
29,945
-1,271
| -4% | -$16K | 0.1% | 111 |
|
|
2021
Q3 | $387K | Buy |
31,216
+11,663
| +60% | +$145K | 0.11% | 113 |
|
|
2021
Q2 | $266K | Buy |
19,553
+6,686
| +52% | +$91K | 0.08% | 140 |
|
|
2021
Q1 | $172K | Buy |
+12,867
| New | +$172K | 0.07% | 153 |
|
|
2020
Q4 | – | Sell |
-10,116
| Closed | -$102K | – | 134 |
|
|
2020
Q3 | $102K | Buy |
10,116
+79
| +0.8% | +$797 | 0.07% | 91 |
|
|
2020
Q2 | $101K | Buy |
+10,037
| New | +$101K | 0.08% | 81 |
|
|
2018
Q3 | – | Sell |
-15,594
| Closed | -$291K | – | 607 |
|
|
2018
Q2 | $291K | Sell |
15,594
-405
| -3% | -$7.56K | 0.23% | 81 |
|
|
2018
Q1 | $263K | Buy |
15,999
+12,868
| +411% | +$212K | 0.23% | 83 |
|
|
2017
Q4 | $52K | Buy |
+3,131
| New | +$52K | 0.04% | 272 |
|