OWA
Outlook Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-288,751
| Closed | -$3.92M | – | 217 |
|
|
2021
Q2 | $3.92M | Buy |
288,751
+8,115
| +3% | +$110K | 1.25% | 22 |
|
|
2021
Q1 | $3.75M | Buy |
280,636
+62,936
| +29% | +$840K | 1.3% | 21 |
|
|
2020
Q4 | $2.12M | Buy |
+217,700
| New | +$2.12M | 0.77% | 29 |
|