Waverton Investment Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-17,350
| Closed | -$413K | – | 108 |
|
|
2016
Q4 | $413K | Buy |
+17,350
| New | +$413K | 0.03% | 109 |
|
|
2014
Q2 | – | Sell |
-87,060
| Closed | -$2.86M | – | 128 |
|
|
2014
Q1 | $2.86M | Buy |
87,060
+570
| +0.7% | +$18.7K | 0.14% | 124 |
|
|
2013
Q4 | $2.76M | Hold |
86,490
| – | – | 0.14% | 117 |
|
|
2013
Q3 | $2.71M | Buy |
+86,490
| New | +$2.71M | 0.16% | 114 |
|