Wealthfront’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.28M | Buy |
60,348
+2,820
| +5% | +$59.8K | 0.01% | 206 |
|
|
2018
Q2 | $1.07M | Buy |
57,528
+398
| +0.7% | +$7.42K | 0.01% | 234 |
|
|
2018
Q1 | $939K | Sell |
57,130
-1,216
| -2% | -$20K | 0.01% | 269 |
|
|
2017
Q4 | $973K | Buy |
58,346
+30,146
| +107% | +$503K | 0.01% | 230 |
|
|
2017
Q3 | $533K | Buy |
28,200
+17,633
| +167% | +$333K | 0.01% | 311 |
|
|
2017
Q2 | $252K | Buy |
+10,567
| New | +$252K | ﹤0.01% | 405 |
|
|
2016
Q4 | – | Sell |
-7,584
| Closed | -$208K | – | 394 |
|
|
2016
Q3 | $208K | Sell |
7,584
-738
| -9% | -$20.2K | ﹤0.01% | 361 |
|
|
2016
Q2 | $241K | Buy |
8,322
+195
| +2% | +$5.65K | 0.01% | 307 |
|
|
2016
Q1 | $260K | Buy |
+8,127
| New | +$260K | 0.01% | 264 |
|
|
2015
Q4 | – | Sell |
-3,006
| Closed | -$76K | – | 725 |
|
|
2015
Q3 | $76K | Sell |
3,006
-1,988
| -40% | -$50.3K | ﹤0.01% | 452 |
|
|
2015
Q2 | $147K | Buy |
4,994
+1,078
| +28% | +$31.7K | 0.01% | 324 |
|
|
2015
Q1 | $135K | Sell |
3,916
-2,390
| -38% | -$82.4K | 0.01% | 331 |
|
|
2014
Q4 | $250K | Buy |
6,306
+1,725
| +38% | +$68.4K | 0.01% | 160 |
|
|
2014
Q3 | $187K | Buy |
4,581
+1,028
| +29% | +$42K | 0.01% | 166 |
|
|
2014
Q2 | $128K | Buy |
3,553
+1,089
| +44% | +$39.2K | 0.01% | 174 |
|
|
2014
Q1 | $82K | Buy |
+2,464
| New | +$82K | 0.01% | 169 |
|