TrueWealth LLC’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $210K | Hold |
20,936
| – | – | 0.09% | 124 |
|
|
2020
Q1 | $198K | Hold |
20,936
| – | – | 0.1% | 119 |
|
|
2019
Q4 | $277K | Hold |
20,936
| – | – | 0.11% | 109 |
|
|
2019
Q3 | $261K | Hold |
20,936
| – | – | 0.11% | 109 |
|
|
2019
Q2 | $246K | Hold |
20,936
| – | – | 0.11% | 114 |
|
|
2019
Q1 | $251K | Sell |
20,936
-9,320
| -31% | -$112K | 0.12% | 110 |
|
|
2018
Q4 | $458K | Sell |
30,256
-17,709
| -37% | -$268K | 0.23% | 69 |
|
|
2018
Q3 | $1.02M | Buy |
47,965
+33
| +0.1% | +$700 | 0.47% | 32 |
|
|
2018
Q2 | $893K | Hold |
47,932
| – | – | 0.42% | 33 |
|
|
2018
Q1 | $788K | Buy |
47,932
+6,060
| +14% | +$99.6K | 0.4% | 37 |
|
|
2017
Q4 | $698K | Buy |
+41,872
| New | +$698K | 0.33% | 48 |
|