ProVise Management Group’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,900
| Closed | -$200K | – | 303 |
|
|
2014
Q3 | $200K | Sell |
4,900
-700
| -13% | -$28.6K | 0.04% | 286 |
|
|
2014
Q2 | $203K | Buy |
+5,600
| New | +$203K | 0.04% | 295 |
|
|
2014
Q1 | – | Sell |
-11,400
| Closed | -$363K | – | 307 |
|
|
2013
Q4 | $363K | Sell |
11,400
-2,123
| -16% | -$67.6K | 0.09% | 213 |
|
|
2013
Q3 | $424K | Sell |
13,523
-5,600
| -29% | -$176K | 0.12% | 194 |
|
|
2013
Q2 | $676K | Buy |
+19,123
| New | +$676K | 0.2% | 145 |
|