Sterling Investment Advisors (Pennsylvania)’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-573
| Closed | -$6K | – | 523 |
|
|
2020
Q4 | $6K | Buy |
573
+13
| +2% | +$136 | ﹤0.01% | 396 |
|
|
2020
Q3 | $6K | Buy |
560
+13
| +2% | +$139 | ﹤0.01% | 370 |
|
|
2020
Q2 | $5K | Sell |
547
-136
| -20% | -$1.24K | ﹤0.01% | 380 |
|
|
2020
Q1 | $6K | Buy |
683
+19
| +3% | +$167 | ﹤0.01% | 337 |
|
|
2019
Q4 | $8K | Buy |
664
+11
| +2% | +$133 | ﹤0.01% | 350 |
|
|
2019
Q3 | $8K | Sell |
653
-187
| -22% | -$2.29K | ﹤0.01% | 355 |
|
|
2019
Q2 | $10K | Buy |
840
+18
| +2% | +$214 | 0.01% | 351 |
|
|
2019
Q1 | $10K | Buy |
822
+517
| +170% | +$6.29K | 0.01% | 345 |
|
|
2018
Q4 | $4K | Sell |
305
-734
| -71% | -$9.63K | ﹤0.01% | 366 |
|
|
2018
Q3 | $22K | Buy |
1,039
+25
| +2% | +$529 | 0.01% | 297 |
|
|
2018
Q2 | $18K | Buy |
+1,014
| New | +$18K | 0.01% | 299 |
|
|
2017
Q4 | – | Sell |
-437
| Closed | -$8K | – | 352 |
|
|
2017
Q3 | $8K | Hold |
437
| – | – | 0.01% | 303 |
|
|
2017
Q2 | $10K | Buy |
+437
| New | +$10K | 0.01% | 299 |
|