Wealthspire Advisors (New York)’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,627
| Closed | -$155K | – | 540 |
|
|
2021
Q1 | $155K | Buy |
+11,627
| New | +$155K | ﹤0.01% | 683 |
|
|
2020
Q4 | – | Sell |
-10,315
| Closed | -$104K | – | 586 |
|
|
2020
Q3 | $104K | Buy |
+10,315
| New | +$104K | 0.01% | 316 |
|
|
2020
Q2 | – | Sell |
-16,319
| Closed | -$154K | – | 426 |
|
|
2020
Q1 | $154K | Buy |
+16,319
| New | +$154K | 0.01% | 510 |
|
|
2019
Q1 | – | Sell |
-807
| Closed | -$12K | – | 480 |
|
|
2018
Q4 | $12K | Buy |
+807
| New | +$12K | ﹤0.01% | 459 |
|