Principle Wealth Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-28,455
| Closed | -$310K | – | 299 |
|
|
2022
Q2 | $310K | Hold |
28,455
| – | – | 0.04% | 240 |
|
|
2022
Q1 | $321K | Buy |
28,455
+2,735
| +11% | +$30.9K | 0.03% | 252 |
|
|
2021
Q4 | $323K | Buy |
25,720
+230
| +0.9% | +$2.89K | 0.03% | 249 |
|
|
2021
Q3 | $316K | Hold |
25,490
| – | – | 0.04% | 243 |
|
|
2021
Q2 | $346K | Buy |
25,490
+9,910
| +64% | +$135K | 0.04% | 232 |
|
|
2021
Q1 | $208K | Buy |
15,580
+4,205
| +37% | +$56.1K | 0.02% | 276 |
|
|
2020
Q4 | $111K | Hold |
11,375
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $115K | Sell |
11,375
-3,865
| -25% | -$39.1K | 0.03% | 152 |
|
|
2020
Q2 | $153K | Buy |
15,240
+4,235
| +38% | +$42.5K | 0.04% | 168 |
|
|
2020
Q1 | $104K | Buy |
11,005
+915
| +9% | +$8.65K | 0.04% | 135 |
|
|
2019
Q4 | $133K | Sell |
10,090
-525
| -5% | -$6.92K | 0.04% | 166 |
|
|
2019
Q3 | $132K | Hold |
10,615
| – | – | 0.05% | 164 |
|
|
2019
Q2 | $125K | Buy |
+10,615
| New | +$125K | 0.06% | 138 |
|