Symphony Financial’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-21,891
| Closed | -$56K | – | 203 |
|
2023
Q1 | $56K | Buy |
+21,891
| New | +$56K | 0.01% | 201 |
|
2022
Q4 | – | Sell |
-36,153
| Closed | -$267K | – | 201 |
|
2022
Q3 | $267K | Sell |
36,153
-8,936
| -20% | -$66K | 0.09% | 169 |
|
2022
Q2 | $507K | Buy |
45,089
+4,689
| +12% | +$52.7K | 0.15% | 130 |
|
2022
Q1 | $461K | Buy |
+40,400
| New | +$461K | 0.11% | 133 |
|