PWAG
Polaris Wealth Advisory Group’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,620
| Closed | -$346K | – | 121 |
|
|
2016
Q3 | $346K | Sell |
12,620
-295
| -2% | -$8.09K | 0.04% | 89 |
|
|
2016
Q2 | $375K | Sell |
12,915
-261
| -2% | -$7.58K | 0.06% | 74 |
|
|
2016
Q1 | $421K | Buy |
+13,176
| New | +$421K | 0.07% | 79 |
|
|
2015
Q1 | – | Sell |
-90,573
| Closed | -$3.59M | – | 88 |
|
|
2014
Q4 | $3.59M | Buy |
90,573
+5,878
| +7% | +$233K | 0.74% | 34 |
|
|
2014
Q3 | $3.46M | Buy |
+84,695
| New | +$3.46M | 0.78% | 22 |
|