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Symphony Financial’s Lumen LUMN Stock Holding History

Symphony Financial’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21,891
Closed -$56K – 203
2023
Q1 		$56K Buy
+21,891
New +$88.3K 0.01% 201
2022
Q4 		– Sell
-36,153
Closed -$267K – 201
2022
Q3 		$267K Sell
36,153
-8,936
-20% -$90.9K 0.09% 169
2022
Q2 		$507K Buy
45,089
+4,689
+12% +$52.6K 0.15% 130
2022
Q1 		$461K Buy
+40,400
New +$462K 0.11% 133

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