TPWA
TRUE Private Wealth Advisors’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$19K | – | 502 |
|
|
2020
Q4 | $19K | Buy |
2,000
+930
| +87% | +$8.84K | ﹤0.01% | 452 |
|
|
2020
Q3 | $10K | Hold |
1,070
| – | – | ﹤0.01% | 498 |
|
|
2020
Q2 | $10K | Hold |
1,070
| – | – | ﹤0.01% | 486 |
|
|
2020
Q1 | $10K | Sell |
1,070
-110
| -9% | -$1.03K | ﹤0.01% | 450 |
|
|
2019
Q4 | $15K | Buy |
+1,180
| New | +$15K | ﹤0.01% | 534 |
|
|
2019
Q3 | – | Sell |
-1,070
| Closed | -$12K | – | 515 |
|
|
2019
Q2 | $12K | Buy |
+1,070
| New | +$12K | ﹤0.01% | 524 |
|
|
2017
Q1 | – | Sell |
-14,955
| Closed | -$381K | – | 149 |
|
|
2016
Q4 | $381K | Sell |
14,955
-107
| -0.7% | -$2.73K | 0.09% | 92 |
|
|
2016
Q3 | $412K | Sell |
15,062
-1,602
| -10% | -$43.8K | 0.13% | 84 |
|
|
2016
Q2 | $483K | Sell |
16,664
-427
| -2% | -$12.4K | 0.16% | 71 |
|
|
2016
Q1 | $546K | Buy |
+17,091
| New | +$546K | 0.21% | 61 |
|