Private Wealth Partners’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
-7,100
Closed -$226K 165
2013
Q4
$226K Sell
7,100
-44,000
-86% -$1.4M 0.05% 163
2013
Q3
$1.6M Sell
51,100
-1,100
-2% -$34.5K 0.38% 68
2013
Q2
$1.85M Buy
+52,200
New +$1.85M 0.46% 62