Total Clarity Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-149,190
| Closed | -$212K | – | 245 |
|
|
2023
Q3 | $212K | Buy |
149,190
+58,081
| +64% | +$82.5K | 0.1% | 203 |
|
|
2023
Q2 | $206K | Buy |
91,109
+26,718
| +41% | +$60.4K | 0.1% | 201 |
|
|
2023
Q1 | $171K | Buy |
64,391
+27,185
| +73% | +$72K | 0.09% | 171 |
|
|
2022
Q4 | $194K | Buy |
+37,206
| New | +$194K | 0.1% | 220 |
|
|
2022
Q1 | – | Sell |
-134
| Closed | -$2K | – | 612 |
|
|
2021
Q4 | $2K | Sell |
134
-38,284
| -100% | -$571K | ﹤0.01% | 917 |
|
|
2021
Q3 | $476K | Buy |
38,418
+4,481
| +13% | +$55.5K | 0.23% | 109 |
|
|
2021
Q2 | $461K | Buy |
33,937
+8,526
| +34% | +$116K | 0.26% | 110 |
|
|
2021
Q1 | $339K | Buy |
+25,411
| New | +$339K | 0.19% | 121 |
|
|
2020
Q1 | – | Sell |
-779
| Closed | -$10K | – | 390 |
|
|
2019
Q4 | $10K | Buy |
+779
| New | +$10K | 0.01% | 499 |
|