RDWM
LUMN icon

Red Door Wealth Management’s Lumen LUMN Stock Holding History

Red Door Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-24,681
Closed -$179K – 141
2022
Q3 		$179K Hold
24,681
– – 0.07% 128
2022
Q2 		$269K Hold
24,681
– – 0.1% 118
2022
Q1 		$278K Sell
24,681
-150
-0.6% -$1.72K 0.09% 116
2021
Q4 		$311K Buy
24,831
+315
+1% +$4.01K 0.1% 132
2021
Q3 		$304K Buy
24,516
+4,289
+21% +$53.8K 0.12% 126
2021
Q2 		$274K Buy
20,227
+3,497
+21% +$48.3K 0.11% 129
2021
Q1 		$223K Buy
+16,730
New +$208K 0.11% 114
2020
Q3 		– Sell
-475
Closed -$4K – 273
2020
Q2 		$4K Hold
475
– – ﹤0.01% 381
2020
Q1 		$4K Buy
+475
New +$5.94K ﹤0.01% 359

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SAM
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Geode Capital Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return