OAM
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Optimal Asset Management’s Lumen LUMN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$4.76M Buy
384,511
+1,001
+0.3% +$12.4K 0.6% 40
2021
Q2
$5.21M Sell
383,510
-35
-0% -$476 0.62% 36
2021
Q1
$5.12M Buy
+383,545
New +$5.12M 0.66% 28
2020
Q4
Sell
-198,141
Closed -$2M 399
2020
Q3
$2M Buy
198,141
+72,183
+57% +$728K 0.29% 121
2020
Q2
$1.26M Buy
125,958
+9,103
+8% +$91.3K 0.2% 162
2020
Q1
$1.11K Buy
+116,855
New +$1.11K 0.1% 279