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WealthPLAN Partners’s Lumen LUMN Stock Holding History

WealthPLAN Partners’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,767
Closed -$6.25K – 775
2023
Q2 		$6.25K Sell
2,767
-50
-2% -$110 ﹤0.01% 870
2023
Q1 		$7.46K Buy
+2,817
New +$11.4K ﹤0.01% 929
2022
Q1 		$105K Sell
10,483
-167
-2% -$1.91K 0.01% 375
2021
Q4 		$131K Sell
10,650
-314
-3% -$4K 0.01% 373
2021
Q3 		$135K Sell
10,964
-78
-0.7% -$978 0.01% 367
2021
Q2 		$137K Buy
11,042
+95
+0.9% +$1.31K 0.01% 352
2021
Q1 		$144K Sell
10,947
-103
-0.9% -$1.28K 0.01% 326
2020
Q4 		$129K Buy
11,050
+104
+1% +$1.03K 0.01% 325
2020
Q3 		$106K Sell
10,946
-368
-3% -$3.82K 0.01% 306
2020
Q2 		$123K Buy
11,314
+31
+0.3% +$310 0.01% 298
2020
Q1 		$104K Buy
+11,283
New +$141K 0.01% 243
2017
Q3 		– Sell
-8,640
Closed -$206K – 202
2017
Q2 		$206K Buy
8,640
+8,490
+5,660% +$213K 0.06% 167
2017
Q1 		$3.63K Buy
+150
New +$3.66K 0.01% 375
2016
Q3 		$29.2K Sell
1,080
-1,532
-59% -$44.7K 0.01% 416
2016
Q2 		$31.4K Buy
+2,612
New +$76.1K ﹤0.01% 1144
2015
Q4 		$225 Buy
+928
New +$24.9K ﹤0.01% 1613
2015
Q2 		$19K Buy
635
+3
+0.5% +$102 0.01% 259
2015
Q1 		$22K Buy
+632
New +$23.6K 0.01% 311

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