Visionary Wealth Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-10,183
| Closed | -$27K | – | 478 |
|
2023
Q1 | $27K | Sell |
10,183
-1,000
| -9% | -$2.65K | ﹤0.01% | 448 |
|
2022
Q4 | $58K | Sell |
11,183
-3,640
| -25% | -$18.9K | 0.01% | 410 |
|
2022
Q3 | $108K | Sell |
14,823
-206
| -1% | -$1.5K | 0.01% | 379 |
|
2022
Q2 | $164K | Sell |
15,029
-10,142
| -40% | -$111K | 0.01% | 403 |
|
2022
Q1 | $284K | Buy |
25,171
+11,717
| +87% | +$132K | 0.02% | 337 |
|
2021
Q4 | $169K | Buy |
+13,454
| New | +$169K | 0.01% | 363 |
|