Powell Investment Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,618
| Closed | -$28.5K | – | 141 |
|
|
2023
Q2 | $28.5K | Hold |
12,618
| – | – | 0.02% | 125 |
|
|
2023
Q1 | $33.4K | Hold |
12,618
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $65.9K | Hold |
12,618
| – | – | 0.04% | 116 |
|
|
2022
Q3 | $92K | Hold |
12,618
| – | – | 0.06% | 112 |
|
|
2022
Q2 | $138K | Hold |
12,618
| – | – | 0.08% | 112 |
|
|
2022
Q1 | $142K | Buy |
12,618
+171
| +1% | +$1.92K | 0.08% | 109 |
|
|
2021
Q4 | $156K | Hold |
12,447
| – | – | 0.09% | 107 |
|
|
2021
Q3 | $154K | Hold |
12,447
| – | – | 0.1% | 108 |
|
|
2021
Q2 | $169K | Hold |
12,447
| – | – | 0.1% | 103 |
|
|
2021
Q1 | $166K | Buy |
12,447
+69
| +0.6% | +$920 | 0.11% | 98 |
|
|
2020
Q4 | $121K | Sell |
12,378
-172
| -1% | -$1.68K | 0.09% | 96 |
|
|
2020
Q3 | $127K | Buy |
+12,550
| New | +$127K | 0.11% | 95 |
|