SWA
Sutton Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,113
| Closed | -$2.95K | – | 864 |
|
|
2023
Q1 | $2.95K | Buy |
+1,113
| New | +$2.95K | ﹤0.01% | 588 |
|
|
2022
Q4 | – | Sell |
-830
| Closed | -$6.04K | – | 1702 |
|
|
2022
Q3 | $6.04K | Buy |
830
+39
| +5% | +$284 | ﹤0.01% | 1035 |
|
|
2022
Q2 | $8.63K | Sell |
791
-24
| -3% | -$262 | ﹤0.01% | 948 |
|
|
2022
Q1 | $9.19K | Buy |
815
+381
| +88% | +$4.29K | ﹤0.01% | 953 |
|
|
2021
Q4 | $5.45K | Buy |
434
+59
| +16% | +$740 | ﹤0.01% | 1056 |
|
|
2021
Q3 | $4.65K | Sell |
375
-116
| -24% | -$1.44K | ﹤0.01% | 1066 |
|
|
2021
Q2 | $6.67K | Buy |
491
+174
| +55% | +$2.37K | ﹤0.01% | 998 |
|
|
2021
Q1 | $4.23K | Buy |
317
+12
| +4% | +$160 | ﹤0.01% | 1040 |
|
|
2020
Q4 | $2.97K | Buy |
305
+112
| +58% | +$1.09K | ﹤0.01% | 1056 |
|
|
2020
Q3 | $1.95K | Buy |
193
+40
| +26% | +$404 | ﹤0.01% | 1073 |
|
|
2020
Q2 | $1.54K | Sell |
153
-69
| -31% | -$692 | ﹤0.01% | 1085 |
|
|
2020
Q1 | $2.1K | Buy |
222
+153
| +222% | +$1.45K | ﹤0.01% | 1033 |
|
|
2019
Q4 | $911 | Hold |
69
| – | – | ﹤0.01% | 1123 |
|
|
2019
Q3 | $861 | Hold |
69
| – | – | ﹤0.01% | 1124 |
|
|
2019
Q2 | $811 | Sell |
69
-90
| -57% | -$1.06K | ﹤0.01% | 1116 |
|
|
2019
Q1 | $1.91K | Sell |
159
-2,620
| -94% | -$31.4K | ﹤0.01% | 1052 |
|
|
2018
Q4 | $42.1K | Sell |
2,779
-187
| -6% | -$2.83K | 0.03% | 305 |
|
|
2018
Q3 | $62.9K | Hold |
2,966
| – | – | 0.04% | 249 |
|
|
2018
Q2 | $55.3K | Buy |
2,966
+214
| +8% | +$3.99K | 0.04% | 264 |
|
|
2018
Q1 | $45.2K | Sell |
2,752
-138
| -5% | -$2.27K | 0.03% | 297 |
|
|
2017
Q4 | $48.2K | Buy |
2,890
+2,807
| +3,382% | +$46.8K | 0.04% | 283 |
|
|
2017
Q3 | $1.57K | Sell |
83
-60
| -42% | -$1.13K | ﹤0.01% | 972 |
|
|
2017
Q2 | $3.42K | Buy |
143
+67
| +88% | +$1.6K | ﹤0.01% | 918 |
|
|
2017
Q1 | $1.79K | Sell |
76
-25
| -25% | -$589 | ﹤0.01% | 940 |
|
|
2016
Q4 | $2.4K | Sell |
101
-9
| -8% | -$214 | ﹤0.01% | 917 |
|
|
2016
Q3 | $3.02K | Hold |
110
| – | – | ﹤0.01% | 893 |
|
|
2016
Q2 | $3.19K | Hold |
110
| – | – | ﹤0.01% | 854 |
|
|
2016
Q1 | $3.52K | Buy |
+110
| New | +$3.52K | ﹤0.01% | 826 |
|