WealthPLAN Partners’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,767
| Closed | -$6.25K | – | 775 |
|
|
2023
Q2 | $6.25K | Sell |
2,767
-50
| -2% | -$113 | ﹤0.01% | 870 |
|
|
2023
Q1 | $7.47K | Buy |
+2,817
| New | +$7.47K | ﹤0.01% | 929 |
|
|
2022
Q1 | $105K | Sell |
10,483
-167
| -2% | -$1.67K | 0.01% | 375 |
|
|
2021
Q4 | $131K | Sell |
10,650
-314
| -3% | -$3.86K | 0.01% | 372 |
|
|
2021
Q3 | $135K | Sell |
10,964
-78
| -0.7% | -$960 | 0.01% | 365 |
|
|
2021
Q2 | $137K | Buy |
11,042
+95
| +0.9% | +$1.18K | 0.01% | 351 |
|
|
2021
Q1 | $144K | Sell |
10,947
-103
| -0.9% | -$1.36K | 0.01% | 325 |
|
|
2020
Q4 | $129K | Buy |
11,050
+104
| +1% | +$1.21K | 0.01% | 324 |
|
|
2020
Q3 | $106K | Sell |
10,946
-368
| -3% | -$3.56K | 0.01% | 305 |
|
|
2020
Q2 | $123K | Buy |
11,314
+31
| +0.3% | +$337 | 0.01% | 297 |
|
|
2020
Q1 | $104K | Buy |
+11,283
| New | +$104K | 0.01% | 241 |
|
|
2017
Q3 | – | Sell |
-8,640
| Closed | -$206K | – | 199 |
|
|
2017
Q2 | $206K | Buy |
8,640
+8,490
| +5,660% | +$202K | 0.06% | 167 |
|
|
2017
Q1 | $3.63K | Buy |
+150
| New | +$3.63K | 0.01% | 375 |
|
|
2016
Q3 | $29.2K | Sell |
1,080
-1,532
| -59% | -$41.5K | 0.01% | 416 |
|
|
2016
Q2 | $31.4K | Buy |
+2,612
| New | +$31.4K | ﹤0.01% | 1144 |
|
|
2015
Q4 | $225 | Buy |
+928
| New | +$225 | ﹤0.01% | 1613 |
|
|
2015
Q2 | $19K | Buy |
635
+3
| +0.5% | +$90 | 0.01% | 259 |
|
|
2015
Q1 | $22K | Buy |
+632
| New | +$22K | 0.01% | 311 |
|