Wealthspire Advisors (Maryland)’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $122K | Buy |
+12,140
| New | +$122K | ﹤0.01% | 463 |
|
|
2019
Q2 | – | Sell |
-4,446
| Closed | -$53K | – | 1362 |
|
|
2019
Q1 | $53K | Sell |
4,446
-2,591
| -37% | -$30.9K | ﹤0.01% | 874 |
|
|
2018
Q4 | $107K | Sell |
7,037
-2,383
| -25% | -$36.2K | 0.01% | 582 |
|
|
2018
Q3 | $200K | Buy |
9,420
+66
| +0.7% | +$1.4K | 0.02% | 456 |
|
|
2018
Q2 | $174K | Buy |
9,354
+582
| +7% | +$10.8K | 0.02% | 503 |
|
|
2018
Q1 | $144K | Buy |
8,772
+2,019
| +30% | +$33.1K | 0.01% | 578 |
|
|
2017
Q4 | $113K | Buy |
6,753
+4,828
| +251% | +$80.8K | 0.01% | 665 |
|
|
2017
Q3 | $36K | Sell |
1,925
-387
| -17% | -$7.24K | ﹤0.01% | 1097 |
|
|
2017
Q2 | $55K | Buy |
2,312
+487
| +27% | +$11.6K | 0.01% | 917 |
|
|
2017
Q1 | $43K | Buy |
1,825
+3
| +0.2% | +$71 | 0.01% | 840 |
|
|
2016
Q4 | $43K | Buy |
1,822
+229
| +14% | +$5.41K | 0.01% | 816 |
|
|
2016
Q3 | $44K | Sell |
1,593
-159
| -9% | -$4.39K | 0.01% | 815 |
|
|
2016
Q2 | $51K | Buy |
1,752
+155
| +10% | +$4.51K | 0.01% | 727 |
|
|
2016
Q1 | $51K | Buy |
1,597
+143
| +10% | +$4.57K | 0.01% | 697 |
|
|
2015
Q4 | $37K | Buy |
+1,454
| New | +$37K | 0.01% | 796 |
|