SFWA
Summit Financial Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-64,795
| Closed | -$1.07M | – | 151 |
|
|
2018
Q2 | $1.07M | Hold |
64,795
| – | – | 0.36% | 61 |
|
|
2018
Q1 | $1.07M | Buy |
64,795
+24,305
| +60% | +$399K | 0.35% | 61 |
|
|
2017
Q4 | $675K | Sell |
40,490
-10,064
| -20% | -$168K | 0.23% | 76 |
|
|
2017
Q3 | $955K | Buy |
50,554
+26,512
| +110% | +$501K | 0.35% | 66 |
|
|
2017
Q2 | $574K | Buy |
24,042
+12,838
| +115% | +$307K | 0.23% | 86 |
|
|
2017
Q1 | $264K | Hold |
11,204
| – | – | 0.12% | 117 |
|
|
2016
Q4 | $266K | Sell |
11,204
-525
| -4% | -$12.5K | 0.12% | 118 |
|
|
2016
Q3 | $322K | Sell |
11,729
-65
| -0.6% | -$1.78K | 0.14% | 108 |
|
|
2016
Q2 | $342K | Sell |
11,794
-1,600
| -12% | -$46.4K | 0.14% | 105 |
|
|
2016
Q1 | $428K | Sell |
13,394
-4,467
| -25% | -$143K | 0.19% | 99 |
|
|
2015
Q4 | $449K | Buy |
+17,861
| New | +$449K | 0.21% | 90 |
|
|
2015
Q1 | – | Sell |
-1,400
| Closed | -$55K | – | 250 |
|
|
2014
Q4 | $55K | Buy |
+1,400
| New | +$55K | 0.04% | 115 |
|