Waverly Advisors’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-22
| Closed | -$1K | – | 280 |
|
|
2015
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 414 |
|
|
2015
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 347 |
|
|
2015
Q1 | $1K | Sell |
22
-220
| -91% | -$10K | ﹤0.01% | 332 |
|
|
2014
Q4 | $10K | Hold |
242
| – | – | 0.01% | 312 |
|
|
2014
Q3 | $10K | Hold |
242
| – | – | 0.01% | 480 |
|
|
2014
Q2 | $9K | Buy |
242
+3
| +1% | +$112 | ﹤0.01% | 472 |
|
|
2014
Q1 | $8K | Sell |
239
-974
| -80% | -$32.6K | ﹤0.01% | 468 |
|
|
2013
Q4 | $39K | Buy |
1,213
+3
| +0.2% | +$96 | 0.01% | 364 |
|
|
2013
Q3 | $38K | Buy |
+1,210
| New | +$38K | 0.02% | 285 |
|