Peloton Wealth Strategists’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-22,200
Closed -$707K 82
2013
Q4
$707K Sell
22,200
-10,900
-33% -$347K 0.57% 61
2013
Q3
$1.04M Sell
33,100
-1,500
-4% -$47.1K 0.87% 49
2013
Q2
$1.22M Buy
+34,600
New +$1.22M 1.1% 42