TCI Wealth Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-348
| Closed | -$922 | – | 1348 |
|
|
2023
Q1 | $922 | Buy |
348
+35
| +11% | +$141 | ﹤0.01% | 2120 |
|
|
2022
Q4 | $1.63K | Sell |
313
-112
| -26% | -$688 | ﹤0.01% | 2019 |
|
|
2022
Q3 | $3K | Sell |
425
-174
| -29% | -$1.77K | ﹤0.01% | 1792 |
|
|
2022
Q2 | $7K | Buy |
+599
| New | +$6.72K | ﹤0.01% | 1254 |
|
|
2021
Q3 | – | Sell |
-44
| Closed | -$1K | – | 2489 |
|
|
2021
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 2224 |
|
|
2021
Q1 | $1K | Sell |
44
-592
| -93% | -$7.35K | ﹤0.01% | 2086 |
|
|
2020
Q4 | $6K | Sell |
636
-409
| -39% | -$4.04K | ﹤0.01% | 812 |
|
|
2020
Q3 | $10K | Buy |
1,045
+569
| +120% | +$5.91K | ﹤0.01% | 584 |
|
|
2020
Q2 | $5K | Sell |
476
-1,208
| -72% | -$12.1K | ﹤0.01% | 749 |
|
|
2020
Q1 | $16K | Buy |
1,684
+274
| +19% | +$3.43K | 0.01% | 486 |
|
|
2019
Q4 | $19K | Buy |
1,410
+605
| +75% | +$8.11K | 0.01% | 560 |
|
|
2019
Q3 | $10K | Sell |
805
-224
| -22% | -$2.66K | ﹤0.01% | 648 |
|
|
2019
Q2 | $12K | Buy |
1,029
+261
| +34% | +$2.94K | 0.01% | 585 |
|
|
2019
Q1 | $9K | Sell |
768
-1,054
| -58% | -$14.6K | ﹤0.01% | 652 |
|
|
2018
Q4 | $28K | Sell |
1,822
-418
| -19% | -$7.98K | 0.01% | 421 |
|
|
2018
Q3 | $47K | Buy |
2,240
+237
| +12% | +$4.96K | 0.02% | 352 |
|
|
2018
Q2 | $37K | Buy |
2,003
+280
| +16% | +$5.08K | 0.02% | 373 |
|
|
2018
Q1 | $28K | Sell |
1,723
-2,731
| -61% | -$47.4K | 0.01% | 421 |
|
|
2017
Q4 | $74K | Buy |
4,454
+2,529
| +131% | +$42.9K | 0.03% | 279 |
|
|
2017
Q3 | $36K | Buy |
1,925
+1,553
| +417% | +$32.7K | 0.02% | 360 |
|
|
2017
Q2 | $9K | Hold |
372
| – | – | ﹤0.01% | 617 |
|
|
2017
Q1 | $9K | Sell |
372
-2,081
| -85% | -$50.8K | ﹤0.01% | 596 |
|
|
2016
Q4 | $58K | Buy |
2,453
+2,052
| +512% | +$52.1K | 0.03% | 310 |
|
|
2016
Q3 | $11K | Sell |
401
-12
| -3% | -$350 | 0.01% | 554 |
|
|
2016
Q2 | $12K | Sell |
413
-11
| -3% | -$320 | 0.01% | 522 |
|
|
2016
Q1 | $14K | Buy |
424
+93
| +28% | +$2.61K | 0.01% | 509 |
|
|
2015
Q4 | $8K | Sell |
331
-336
| -50% | -$9.01K | ﹤0.01% | 631 |
|
|
2015
Q3 | $17K | Sell |
667
-11
| -2% | -$304 | 0.01% | 423 |
|
|
2015
Q2 | $20K | Buy |
678
+173
| +34% | +$5.89K | 0.01% | 403 |
|
|
2015
Q1 | $17K | Sell |
505
-3
| -0.6% | -$112 | 0.01% | 373 |
|
|
2014
Q4 | $20K | Buy |
508
+2
| +0.4% | +$80 | 0.01% | 351 |
|
|
2014
Q3 | $21K | Sell |
506
-584
| -54% | -$22.9K | 0.01% | 328 |
|
|
2014
Q2 | $39K | Buy |
1,090
+2
| +0.2% | +$72 | 0.02% | 267 |
|
|
2014
Q1 | $36K | Buy |
1,088
+2
| +0.2% | +$61 | 0.02% | 259 |
|
|
2013
Q4 | $35K | Buy |
1,086
+2
| +0.2% | +$64 | 0.02% | 280 |
|
|
2013
Q3 | $34K | Buy |
1,084
+2
| +0.2% | +$68 | 0.03% | 238 |
|
|
2013
Q2 | $38K | Buy |
+1,082
| New | +$39.3K | 0.03% | 242 |
|
Other funds holding LUMN
