SWM
Selective Wealth Management’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,285
| Closed | -$17K | – | 472 |
|
|
2022
Q3 | $17K | Buy |
2,285
+400
| +21% | +$2.98K | 0.01% | 450 |
|
|
2022
Q2 | $21K | Buy |
1,885
+179
| +10% | +$1.99K | 0.01% | 456 |
|
|
2022
Q1 | $19K | Buy |
1,706
+1,700
| +28,333% | +$18.9K | 0.01% | 454 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 685 |
|
|
2021
Q1 | – | Sell |
-209
| Closed | -$2K | – | 411 |
|
|
2020
Q4 | $2K | Sell |
209
-491
| -70% | -$4.7K | ﹤0.01% | 340 |
|
|
2020
Q3 | $7K | Hold |
700
| – | – | 0.01% | 225 |
|
|
2020
Q2 | $7K | Hold |
700
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $7K | Sell |
700
-785
| -53% | -$7.85K | 0.01% | 174 |
|
|
2019
Q4 | $20K | Buy |
1,485
+359
| +32% | +$4.84K | 0.02% | 120 |
|
|
2019
Q3 | $14K | Buy |
+1,126
| New | +$14K | 0.02% | 147 |
|
|
2018
Q3 | $35K | Buy |
+1,641
| New | +$35K | 0.42% | 44 |
|