Regal Investment Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,654
| Closed | -$245K | – | 255 |
|
|
2016
Q1 | $245K | Buy |
+7,654
| New | +$245K | 0.07% | 220 |
|
|
2015
Q4 | – | Sell |
-8,075
| Closed | -$202K | – | 622 |
|
|
2015
Q3 | $202K | Sell |
8,075
-252
| -3% | -$6.3K | 0.05% | 225 |
|
|
2015
Q2 | $244K | Buy |
8,327
+6,726
| +420% | +$197K | 0.07% | 218 |
|
|
2015
Q1 | $55K | Buy |
1,601
+1,171
| +272% | +$40.2K | 0.01% | 412 |
|
|
2014
Q4 | $17K | Buy |
430
+94
| +28% | +$3.72K | ﹤0.01% | 562 |
|
|
2014
Q3 | $14K | Hold |
336
| – | – | ﹤0.01% | 621 |
|
|
2014
Q2 | $12K | Hold |
336
| – | – | ﹤0.01% | 636 |
|
|
2014
Q1 | $11K | Hold |
336
| – | – | ﹤0.01% | 624 |
|
|
2013
Q4 | $11K | Buy |
336
+279
| +489% | +$9.13K | 0.01% | 578 |
|
|
2013
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 800 |
|
|
2013
Q2 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 798 |
|