Regent Peak Wealth Advisors’s Lumen LUMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-26,921
Closed -$49.3K 176
2023
Q4
$49.3K Buy
+26,921
New +$49.3K 0.01% 166
2023
Q2
Sell
-26,239
Closed -$69.5K 163
2023
Q1
$69.5K Buy
+26,239
New +$69.5K 0.02% 159