Taylor Wealth Management Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$3K | – | 87 |
|
|
2018
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 113 |
|
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 121 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 127 |
|
|
2018
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 123 |
|
|
2017
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 146 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 148 |
|
|
2017
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 147 |
|
|
2017
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 143 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 145 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 136 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 125 |
|
|
2016
Q1 | $6K | Sell |
200
-2
| -1% | -$60 | ﹤0.01% | 125 |
|
|
2015
Q4 | $5K | Buy |
202
+2
| +1% | +$50 | ﹤0.01% | 122 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 136 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 161 |
|
|
2015
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 153 |
|