QPWM
Quadrant Private Wealth Management’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,120
| Closed | -$20.4K | – | 241 |
|
|
2023
Q4 | $20.4K | Hold |
11,120
| – | – | 0.01% | 231 |
|
|
2023
Q3 | $15.8K | Sell |
11,120
-7,600
| -41% | -$10.8K | 0.01% | 221 |
|
|
2023
Q2 | $42.3K | Sell |
18,720
-10,283
| -35% | -$23.2K | 0.01% | 244 |
|
|
2023
Q1 | $76.9K | Sell |
29,003
-19,591
| -40% | -$51.9K | 0.02% | 243 |
|
|
2022
Q4 | $254K | Buy |
+48,594
| New | +$254K | 0.09% | 197 |
|
|
2022
Q2 | $604K | Sell |
55,349
-1,005
| -2% | -$11K | 0.25% | 89 |
|
|
2022
Q1 | $635K | Sell |
56,354
-3,738
| -6% | -$42.1K | 0.24% | 93 |
|
|
2021
Q4 | $754K | Sell |
60,092
-7,049
| -10% | -$88.4K | 0.28% | 87 |
|
|
2021
Q3 | $832K | Sell |
67,141
-7,900
| -11% | -$97.9K | 0.34% | 74 |
|
|
2021
Q2 | $1.02M | Sell |
75,041
-10,520
| -12% | -$143K | 0.41% | 63 |
|
|
2021
Q1 | $1.14M | Sell |
85,561
-10,768
| -11% | -$144K | 0.5% | 56 |
|
|
2020
Q4 | $939K | Sell |
96,329
-1,044
| -1% | -$10.2K | 0.42% | 64 |
|
|
2020
Q3 | $982K | Sell |
97,373
-3,493
| -3% | -$35.2K | 0.49% | 53 |
|
|
2020
Q2 | $1.01M | Buy |
100,866
+32,820
| +48% | +$329K | 0.58% | 45 |
|
|
2020
Q1 | $644K | Buy |
+68,046
| New | +$644K | 0.54% | 51 |
|