Personal Capital Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,242
| Closed | -$221K | – | 271 |
|
|
2017
Q4 | $221K | Buy |
+13,242
| New | +$221K | ﹤0.01% | 238 |
|
|
2017
Q2 | – | Sell |
-10,084
| Closed | -$233K | – | 225 |
|
|
2017
Q1 | $233K | Sell |
10,084
-133,155
| -93% | -$3.08M | 0.01% | 197 |
|
|
2016
Q4 | $3.41M | Buy |
143,239
+14,846
| +12% | +$353K | 0.1% | 125 |
|
|
2016
Q3 | $3.53M | Buy |
128,393
+31,153
| +32% | +$857K | 0.12% | 121 |
|
|
2016
Q2 | $2.82M | Buy |
97,240
+15,761
| +19% | +$457K | 0.11% | 123 |
|
|
2016
Q1 | $2.6M | Buy |
81,479
+24,659
| +43% | +$788K | 0.12% | 107 |
|
|
2015
Q4 | $1.43M | Buy |
56,820
+10,641
| +23% | +$268K | 0.08% | 121 |
|
|
2015
Q3 | $1.16M | Buy |
46,179
+10,458
| +29% | +$263K | 0.08% | 120 |
|
|
2015
Q2 | $1.08M | Buy |
35,721
+10,695
| +43% | +$324K | 0.07% | 122 |
|
|
2015
Q1 | $865K | Buy |
25,026
+10,709
| +75% | +$370K | 0.07% | 121 |
|
|
2014
Q4 | $567K | Buy |
+14,317
| New | +$567K | 0.06% | 125 |
|