SIA
Schechter Investment Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,368
| Closed | -$39.3K | – | 660 |
|
|
2023
Q2 | $39.3K | Sell |
17,368
-914
| -5% | -$2.07K | ﹤0.01% | 623 |
|
|
2023
Q1 | $48.4K | Buy |
18,282
+688
| +4% | +$1.82K | ﹤0.01% | 654 |
|
|
2022
Q4 | $91.8K | Sell |
17,594
-17,469
| -50% | -$91.2K | 0.01% | 799 |
|
|
2022
Q3 | $256K | Buy |
35,063
+10,346
| +42% | +$75.5K | 0.03% | 760 |
|
|
2022
Q2 | $270K | Buy |
24,717
+13,132
| +113% | +$143K | 0.03% | 744 |
|
|
2022
Q1 | $131K | Buy |
+11,585
| New | +$131K | 0.01% | 873 |
|