Ropes Wealth Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,081
| Closed | -$21K | – | 869 |
|
|
2020
Q3 | $21K | Buy |
2,081
+1,960
| +1,620% | +$19.8K | ﹤0.01% | 431 |
|
|
2020
Q2 | $1K | Buy |
+121
| New | +$1K | ﹤0.01% | 554 |
|
|
2016
Q3 | – | Sell |
-84
| Closed | -$2K | – | 478 |
|
|
2016
Q2 | $2K | Sell |
84
-340
| -80% | -$8.1K | ﹤0.01% | 454 |
|
|
2016
Q1 | $14K | Sell |
424
-99
| -19% | -$3.27K | 0.01% | 312 |
|
|
2015
Q4 | $13K | Buy |
523
+42
| +9% | +$1.04K | 0.01% | 331 |
|
|
2015
Q3 | $12K | Buy |
481
+356
| +285% | +$8.88K | 0.01% | 335 |
|
|
2015
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 278 |
|
|
2015
Q1 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 281 |
|