TWA
TCI Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-348
| Closed | -$922 | – | 1348 |
|
|
2023
Q1 | $922 | Buy |
348
+35
| +11% | +$93 | ﹤0.01% | 2120 |
|
|
2022
Q4 | $1.63K | Sell |
313
-112
| -26% | -$585 | ﹤0.01% | 2019 |
|
|
2022
Q3 | $3K | Sell |
425
-174
| -29% | -$1.23K | ﹤0.01% | 1792 |
|
|
2022
Q2 | $7K | Buy |
+599
| New | +$7K | ﹤0.01% | 1253 |
|
|
2021
Q3 | – | Sell |
-44
| Closed | -$1K | – | 2472 |
|
|
2021
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 2206 |
|
|
2021
Q1 | $1K | Sell |
44
-592
| -93% | -$13.5K | ﹤0.01% | 2068 |
|
|
2020
Q4 | $6K | Sell |
636
-409
| -39% | -$3.86K | ﹤0.01% | 788 |
|
|
2020
Q3 | $10K | Buy |
1,045
+569
| +120% | +$5.45K | ﹤0.01% | 567 |
|
|
2020
Q2 | $5K | Sell |
476
-1,208
| -72% | -$12.7K | ﹤0.01% | 737 |
|
|
2020
Q1 | $16K | Buy |
1,684
+274
| +19% | +$2.6K | 0.01% | 476 |
|
|
2019
Q4 | $19K | Buy |
1,410
+605
| +75% | +$8.15K | 0.01% | 556 |
|
|
2019
Q3 | $10K | Sell |
805
-224
| -22% | -$2.78K | ﹤0.01% | 644 |
|
|
2019
Q2 | $12K | Buy |
1,029
+261
| +34% | +$3.04K | 0.01% | 581 |
|
|
2019
Q1 | $9K | Sell |
768
-1,054
| -58% | -$12.4K | ﹤0.01% | 646 |
|
|
2018
Q4 | $28K | Sell |
1,822
-418
| -19% | -$6.42K | 0.01% | 413 |
|
|
2018
Q3 | $47K | Buy |
2,240
+237
| +12% | +$4.97K | 0.02% | 343 |
|
|
2018
Q2 | $37K | Buy |
2,003
+280
| +16% | +$5.17K | 0.02% | 373 |
|
|
2018
Q1 | $28K | Sell |
1,723
-2,731
| -61% | -$44.4K | 0.01% | 418 |
|
|
2017
Q4 | $74K | Buy |
4,454
+2,529
| +131% | +$42K | 0.03% | 279 |
|
|
2017
Q3 | $36K | Buy |
1,925
+1,553
| +417% | +$29K | 0.02% | 359 |
|
|
2017
Q2 | $9K | Hold |
372
| – | – | ﹤0.01% | 617 |
|
|
2017
Q1 | $9K | Sell |
372
-2,081
| -85% | -$50.3K | ﹤0.01% | 596 |
|
|
2016
Q4 | $58K | Buy |
2,453
+2,052
| +512% | +$48.5K | 0.03% | 310 |
|
|
2016
Q3 | $11K | Sell |
401
-12
| -3% | -$329 | 0.01% | 554 |
|
|
2016
Q2 | $12K | Sell |
413
-11
| -3% | -$320 | 0.01% | 522 |
|
|
2016
Q1 | $14K | Buy |
424
+93
| +28% | +$3.07K | 0.01% | 509 |
|
|
2015
Q4 | $8K | Sell |
331
-336
| -50% | -$8.12K | ﹤0.01% | 631 |
|
|
2015
Q3 | $17K | Sell |
667
-11
| -2% | -$280 | 0.01% | 423 |
|
|
2015
Q2 | $20K | Buy |
678
+173
| +34% | +$5.1K | 0.01% | 403 |
|
|
2015
Q1 | $17K | Sell |
505
-3
| -0.6% | -$101 | 0.01% | 373 |
|
|
2014
Q4 | $20K | Buy |
508
+2
| +0.4% | +$79 | 0.01% | 351 |
|
|
2014
Q3 | $21K | Sell |
506
-584
| -54% | -$24.2K | 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% | +$66 | 0.02% | 259 |
|
|
2013
Q4 | $35K | Buy |
1,086
+2
| +0.2% | +$64 | 0.02% | 279 |
|
|
2013
Q3 | $34K | Buy |
1,084
+2
| +0.2% | +$63 | 0.03% | 238 |
|
|
2013
Q2 | $38K | Buy |
+1,082
| New | +$38K | 0.03% | 241 |
|